Virtual Relationship Manager (VRM)

bout the Company

Join a dynamic, growth-driven financial services firm dedicated to helping clients navigate the capital markets and achieve their financial goals. We offer a collaborative environment with ample opportunities for career progression.

Role Overview

As a Virtual Relationship Manager (VRM) in our Retail Advisory team, you will serve as a crucial bridge between clients and the financial markets. Operating virtually, you will manage client portfolios, provide insightful investment recommendations, execute trades, and ensure top-tier client retention. This role combines market expertise, relationship management, and sales acumen to drive business growth while maintaining strict regulatory compliance.

Position Details

• Designation: Virtual Relationship Manager (VRM)
• Department: Retail Advisory
• Location: Chennai
• Experience: 1–2 years in the Stock Market / Financial Services industry

Key Responsibilities

• Client Acquisition & Relationship Management: Proactively acquire new clients and build strong, long-lasting relationships through virtual communication channels.
• Portfolio Management & Advisory: Manage existing client portfolios, conduct thorough market research, and provide personalized investment advice and product recommendations.
• Account Management: Oversee the complete client lifecycle, including Demat account opening processes, account maintenance, and documentation.
• Revenue Generation: Promote a comprehensive suite of financial products and services; drive growth through strategic cross-selling and up-selling.
• Market Awareness: Stay updated with real-time market trends, financial products, and macroeconomic indicators to guide clients effectively.
• Compliance: Ensure all trading activities, advice, and client interactions strictly adhere to regulatory guidelines and industry standards.

Qualifications & Certifications

• Education: Bachelor’s Degree in Commerce ($B.Com$) / MBA in Finance or Marketing.
• Mandatory Certifications: Valid NISM (National Institute of Securities Markets) and IRDAI certifications.

Required Skills & Experience

• Industry Knowledge: 1–2 years of hands-on experience in the stock market with a strong understanding of equity markets, financial instruments, and Demat operational workflows.
• Sales & Service Acumen: Proven ability to source new clients, retain accounts, and maximize share of wallet via cross-selling.
• Communication: Exceptional verbal and written communication skills with strong interpersonal abilities to handle clients remotely.
• Soft Skills: High decision-making capabilities, excellent problem-solving skills, and the agility to prioritize and manage multiple client portfolios simultaneously.

What We Offer

• Competitive salary and performance-linked incentives.
• Exposure to diverse financial products and market research tools.
• A structured path for professional growth and leadership roles.

Salary :4-5 LPA