Wealth Relationship Manager
Plan B Solutions· Posted 12 days ago
- Location
- Work from home
- Salary
- ₹15,000 – ₹45,000/month
- Experience
- 1–2 yrs
- Openings
- 20
- Education
- Graduate
- Timings
- 8:45 AM - 5:45 PM | Monday to Saturday
- Apply by
- 29 Nov 2026
Work from home as a Wealth Relationship Manager with Plan B Solutions. The team is filling 20 vacancies. The pay goes up to ₹45,000/month.
Employer’s description
Conduct Sales Remotely Through Calls, Emails, And Virtual Meetings. Qualify Leads, Present Solutions, And Close Deals Efficiently. Maintain Crm Records And Collaborate With Field Sales Teams. 1 - 2 Years Experience Compulsory. | Type : Outbound, Inbound, Sales, Mutual Funds | Languages : Hindi, Telugu, English
Skills and qualifications
- 1–2 years of relevant experience
- Education: Graduate
- Good knowledge of English, Hindi, Inbound, Mutual Funds, Outbound, Sales and Telugu
- Good English
- 1 - 2 Years Experience Compulsory.
- Type: Outbound, Inbound, Sales, Mutual Funds
- Languages: Hindi, Telugu, English
- Someone customer-first and polite
Your responsibilities
Your main tasks will be to:
- Handle inbound and outbound customer calls, chats or emails
- Escalate complex cases to the right team within the SLA
- Log every interaction and its outcome in the support system
- Follow call scripts and update customers on ticket status
- Resolve queries and complaints with patience and accuracy
Pay and perks
Compensation: ₹15,000 – ₹45,000 per month.
Quick facts
- Location: remote
- Interview timings: 11:00 AM - 4:00 PM | Monday to Saturday
- Employment type: Full time
- Openings: 20
- Timings: 8:45 AM - 5:45 PM | Monday to Saturday
- Work mode: Fully remote
Click Apply to send your profile to Plan B Solutions. It takes less than a minute.
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