Virtual Relationship Manager
Equentis Wealth Advisory Services Pvt Ltd · Mumbai · onsite · Posted 1d ago
₹4.0L - ₹6.5L PA3–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities
- Manage relationships with high net worth individuals (HNIs) through virtual channels, focusing on cross-selling and upselling banking products.
- Utilize digital sales platforms to identify new business opportunities and expand existing client base.
- Develop and maintain strong relationships with HNI clients, ensuring their financial goals are met by providing tailored solutions.
- Collaborate with internal teams to resolve customer queries and issues in a timely manner.
Sourced from naukri
Skills
Banking ProductsMutual Funds SalesCross SellingUpsellingOutboundFinancial Productsdigital channelsPhone BankingVRMDigital SalesBanking SalesWealth ManagementFinancial Products SalesSalesCross SalesHNI SalesUpsellB2C SalesInbound SalesTelesales
About Equentis Wealth Advisory Services
Equentis Wealth Advisory Services Pvt Ltd
Financial Services
530
employees
2009
17 years old
Mumbai, Maharashtra
India
₹7.1L PA avg
Avg at Equentis Wealth Advisory Services
₹4L – ₹6.5L PA
This role
About
Equentis Wealth Advisory offers non-discretionary equity investment guidance and research, addressing investor challenges of fear and greed in the equity market.
Industries
Financial Services
Employee ratings
10 reviews
3.1/ 5
Culture
2.0
Career growth
1.8
Work-life
2.0
Employees rate it well for
Compensation & Benefits32Skill Development32
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