Virtual Relationship Manager - Monefy - Mumbai

Tata Capital

India Remote Sales 24 days ago via Himalayas

relationship-management sales mutual-funds financial-services virtual-sales

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Job details

Company: Tata Capital
Location: India
Remote: Yes
Field: Sales
Source: via Himalayas

Posted April 13, 2026

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About this role

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Major Deliverables:

Establishing relationship with registered users
Based on the client’s requirement, recommending mutual funds
Achieving sales target for mutual fund sales – SIP / Lump sum
Resolving any of the client queries
Helping the investors with mutual fund portfolio review
Connecting with clients to give regular portfolio and market updates
Pitching on NFOs and other new products
Getting more referrals from the existing users for onboarding new investors on the platform

Specialized job competencies:

Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification – VA. Desired Experience: 1-4 years in Mutual fund sales

Originally posted on Himalayas

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