Virtual Client Engagement Lead

Position Overview

You will be responsible to manage a team of Virtual Relationship Managers (VRMs). This team will promote

stock market products and grow digital revenue through virtual channels. You will be responsible for

setting team goals, creating revenue strategies, and ensuring optimal performance through client

activation, revenue generation and client retention strategies. You will play a key role in scaling digital

revenue, optimizing customer journeys for activations, and providing leadership to ensure that the team

meets both individual and team-wide targets.

Key Responsibilities :

1) Lead a High Impact Team :

• Lead, manage, and motivate a team of Virtual Relationship Managers to achieve revenue growth

and client activation goals for stock market products like Equities, F&O, Commodities, MTF, ETFs,

Mutual Funds, IPOs, NFOs, Bonds, Investment Baskets, Structured Products, Fixed Income Products,

Insurance, etc.

alignment with overall digital revenue growth objectives

including virtual selling, client relationship management, and market knowledge

engagement, and productivity

issues, and addressing concerns effectively in a virtual environment

continuously improved and feedback is acted upon

2) Performance Management :

acquisition, product sales, and revenue growth are met

client interactions and drive conversions

improvement.

ensure ongoing professional development

and addressing escalations

Chatbots, digital advisory platforms, and automated email campaigns

maintaining trust with clients

of risks involved in stock market products

3) Digital Revenue Growth Strategy :

from existing clients

consistent revenue growth from digital channels

stock market-related products

4) Client Activation & Retention :

touchpoints, including online consultations, webinars, and virtual product demos

needs and the provision of suitable stock market products

lifetime value through continuous digital interactions

5) Data Analysis & Reporting :

Value and customer engagement levels

strategies and tactics as needed

revenue goals and client growth

Personal Skills :

1) Exceptional Verbal, Written Communication and Presentations Skills

2) Familiarity with trading platforms, stock market operations, and deep understanding of Financial

products

3) Ability to drive performance through virtual coaching and digital tools

4) Strong analytical and data-driven decision-making skills with the ability to generate insights from

performance metrics

5) Should have strong networking & relationship building skills

6) Excellent client relationship skills with a focus on delivering value and ensuring customer

satisfaction

7) Organised, high energy, results driven, superior problem solving skills & high attention to detailing