Virtual Relationship Manager

<p style="line-height:1;"><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span></p><h2 style="margin:6pt 0in;line-height:1;"></h2><p class="MsoNormal"><b><u><span style="font-family:'Times New Roman';font-size:12px;">Position:</span></u></b></p><p></p><p class="MsoNormal"><span style="font-family:'Times New Roman';font-size:12px;">Virtual Relationship Manager</span></p><p></p><p class="MsoNormal"><b><u><span style="font-family:'Times New Roman';font-size:12px;">Location:</span></u></b><u><span style="font-family:Tahoma, sans-serif;"></span></u></p><p><u></u></p><u></u><p class="MsoNormal"><span style="font-family:'Times New Roman';font-size:12px;">Mumbai</span></p><p></p><p class="MsoNormal"><b><u><span style="font-family:'Times New Roman';font-size:12px;">Position Purpose:</span></u></b></p><p></p><p class="MsoListParagraphCxSpFirst" style="text-indent:-0.25in;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">This role will be responsible for</span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="text-indent:-0.25in;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. </span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="text-indent:-0.25in;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Drive cross-sell and upsell of mutual fund products, SIPs, and digital transactions. </span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="text-indent:-0.25in;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Manage an assigned portfolio of customers with a focus on AUM growth and retention. </span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="text-indent:-0.25in;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Identify and act on redemption risks to minimize customer attrition. </span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="text-indent:-0.25in;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Leverage CRM systems and digital tools (prefilled transaction links, KYC journeys, etc.) to improve conversion rates. </span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="text-indent:-0.25in;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Maintain and strengthen relationships with high-value customers. </span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="text-indent:-0.25in;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Convert service interactions into sales opportunities through proactive engagement. </span></p><p></p><p class="MsoListParagraphCxSpLast" style="text-indent:-0.25in;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Ensure superior customer experience while achieving revenue and business targets. </span></p><p></p><p class="MsoNormal"><b><u><span style="font-family:'Times New Roman';font-size:12px;">Principal Accountabilities:</span></u></b></p><p></p><p class="MsoListParagraphCxSpFirst" style="margin-left:38.5pt;text-indent:-20.5pt;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">New Customer Acquisition, new SIPs, retention of customers, manage redemptions</span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="margin-left:38.5pt;text-indent:-20.5pt;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Leverage CRM capabilities and Digital assets like prefilled transaction links to reach out to customers real time for maximum conversions</span></p><p></p><p class="MsoListParagraphCxSpLast" style="margin-left:38.5pt;text-indent:-20.5pt;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Maintain healthy relationships with high value customers</span></p><p></p><p class="MsoNormal"><b><span style="font-family:'Times New Roman';font-size:12px;">Key Performance Indicators (KPIs):</span></b><span style="font-family:'Times New Roman';font-size:12px;"> </span></p><p></p><p class="MsoNormal"><u><span style="font-family:'Times New Roman';font-size:12px;">SIP Book Growth</span><b><br /></b></u><span style="font-family:'Times New Roman';font-size:12px;">Drive consistent expansion of the SIP portfolio through existing and new acquisitions by increased ticket size and enhancement of SIP investments from existing customers.</span></p><p></p><p class="MsoNormal"><u><span style="font-family:'Times New Roman';font-size:12px;">AUM Growth</span></u><br /><span style="font-family:'Times New Roman';font-size:12px;"> Ensure steady growth in Assets Under Management via net inflows and market performance optimization.</span></p><p></p><p class="MsoNormal"><u><span style="font-family:'Times New Roman';font-size:12px;">Upsell & Cross-Sell Ratio</span></u><br /><span style="font-family:'Times New Roman';font-size:12px;"> Improve product penetration by identifying and executing relevant upsell and cross-sell opportunities.</span></p><p></p><p class="MsoNormal"><u><span style="font-family:'Times New Roman';font-size:12px;">Customer Retention & Redemption Control</span></u><br /><span style="font-family:'Times New Roman';font-size:12px;"> Proactively manage churn by minimizing redemptions and strengthening client engagement.</span></p><p></p><p class="MsoNormal"><u><span style="font-family:'Times New Roman';font-size:12px;">New Client Acquisition (NCA) & Outbound Conversion Rates</span></u><br /><span style="font-family:'Times New Roman';font-size:12px;"> Enhance effectiveness of outbound calling strategies to improve lead conversion and client onboarding.</span></p><p></p><p class="MsoNormal"><u><span style="font-family:'Times New Roman';font-size:12px;">Activation of Inactive Investors</span></u><br /><span style="font-family:'Times New Roman';font-size:12px;"> Re-engage dormant clients through targeted communication and tailored investment solutions.</span></p><p></p><p class="MsoNormal"><u><span style="font-family:'Times New Roman';font-size:12px;">Client Coverage</span></u><br /><span style="font-family:'Times New Roman';font-size:12px;"> Ensure comprehensive and regular coverage of the assigned client base to maximize engagement and relationship depth.</span></p><p></p><p class="MsoNormal"><u><span style="font-family:'Times New Roman';font-size:12px;">Productivity & Talk Time Management</span></u><br /><span style="font-family:'Times New Roman';font-size:12px;"> Maintain required productivity levels by optimizing daily activities alongside consistent and effective talk time</span></p><p></p><p class="MsoNormal"><b><u><span style="font-family:'Times New Roman';font-size:12px;">Knowledge, Skills, Competencies, and Certifications:</span></u></b></p><p></p><p class="MsoListParagraphCxSpFirst" style="margin-left:40.5pt;text-indent:-20.5pt;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Candidates should have 2 to 5 years of experience in banking & financial services, ideally from an AMC, mutual fund, wealth management, or broking background.</span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="margin-left:40.5pt;text-indent:-20.5pt;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">MBA in Marketing or Finance preferred.</span></p><p></p><p class="MsoListParagraphCxSpMiddle" style="margin-left:40.5pt;text-indent:-20.5pt;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">Graduation (mandatory)</span></p><p></p><p class="MsoNormal"></p><p class="MsoListParagraphCxSpLast" style="margin-left:40.5pt;text-indent:-20.5pt;"><span style="font-family:Symbol;"><span style="font-family:'Times New Roman';font-size:12px;">·</span><span style="font-style:normal;font-variant:normal;font-size:12px;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-family:'Times New Roman';font-size:12px;">NISM Series VA - Mutual Funds Distributor Module certified</span></p><p></p><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span>