Virtual Relationship Manager
Role Objective:
Engage and activate mid- and long-tail IFAs (INR 50 L – INR 5 Cr AUM), drive SIP
growth, and strengthen partner loyalty through high-touch virtual engagement.
Key Responsibilities:
Manage ~100–150 IFAs across assigned regional clusters
Drive SIPs, folio activations, and campaign participation
Run daily calls/WhatsApp/email follow-ups using CRM
Share relevant product literature, videos, performance sheets
Address queries, share incentive updates, contest nudges
Maintain weekly reporting of outreach and SIP progress
Key Skills:
2–4 years in mutual fund/telesales/insurance distribution
Strong verbal skills in Hindi, English + 1 regional language (preferred)
Marathi, Gujarati, Tamil, Kannada, Telegu
Self-driven, target-oriented, quick learner
experience
4
