Virtual Relationship Manager

Roles and Responsibilities

• Manage relationships with high net worth individuals (HNIs) and ultra HNIs through portfolio management.
  
• Develop and maintain strong connections with existing clients to increase retention rates.
  
• Identify new business opportunities by cross-selling products such as mutual funds, insurance, and wealth management services.
  
• Collaborate with internal teams to resolve client queries and issues promptly.
  
• Analyze market trends and competitor activity to stay ahead in the market.