Virtual Relationship Manager (VRM)Cash - NISM 8*

Department : Digital Business unit

Job Role : (VRM)

Working Days : Mon to Fri

• (NISM VIII) Mandatory

Roles & Responsibilities :

• Managing of 100 to 1500 customers per dealer.
• To achieve healthy revenues without compromising on clients profitability.
• Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
• Propose investment options based on customer needs by assessing their risk appetite.
• Support the client decision making with use of technology enabled tools
• Develop Knowledge of market news, financial trends and current affairs.
•  Analyse customer portfolio & give appropriate advice
• Responsible to ensure all activities are in adherence as per Compliance & Risk.
• Assist in increasing depth in existing relationships

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