Virtual Relationship Manager

We are looking for a Virtual Relationship Manager to engage with prospects and clients through calls and virtual meetings, understand their investment needs, and convert them into subscribers for Jarvis Invests AI-driven wealth advisory platform.

Key Responsibilities:

• Connect with leads and explain our subscription-based advisory model
• Conduct virtual meetings and drive client conversions
• Maintain strong client relationships and handle renewals/service queries
• Update calling/Sales MIS regularly
• Achieve monthly acquisition and conversion targets

Requirements:

• 2-5 years of experience in sales/relationship management (BFSI preferred).
• Strong communication and persuasive skills.
• Basic understanding of financial markets.
• Graduate; NISM VA,XA,XB certification preferred.