Virtual Relationship Manager - Wealth

Wealth India Financial Services
Thousand Lights, Chennai
₹30,000 - ₹60,000 monthly

Fixed

₹30,000 - ₹60,000

Earning Potential

₹60,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 6 monthsMin. 6 months
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

Urgently hiring

Urgently hiring

14 applicants

14 applicants

Benefits include: PF, Health Insurance

Benefits include: PF, Health Insurance

Job Description

● Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences.

● Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards.

● Provide clear and easy-to-understand guidance on investment concepts and strategies.

● Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances.

● Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines.

● Build and maintain strong, long-term relationships with clients.

● Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development

Job role

Work location
Work locationSundaram Ave, Thousand Lights West, Thousand Lights, Chennai, Tamil Nadu 600006, India
Department
DepartmentSales & BD
Role / Category
Role / CategoryTelesales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 6 months
Education
EducationGraduate
Skills
SkillsB2C sales, Mutual funds
English level
English levelGood (Intermediate / Advanced) English
Regional language
Regional languageFluent in speaking Tamil, Hindi
Age limit
Age limit23 - 35 years
Gender
GenderAny gender

About company

Name
NameWealth India Financial Services
Address
AddressSundaram Ave, Thousand Lights West, Thousand Lights, Chennai, Tamil Nadu 600006, India
Job posted by Wealth India Financial Services

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You can expect a minimum salary of 30,000 INR and can go up to 60,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Chennai to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Chennai at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 31 Oct 2026. For more details, download apna app and find Full Time jobs in Chennai . Through apna, you can find jobs in 64 cities across India. Join NOW!