Relationship Manager

Company Description FinChikitsak is dedicated to empowering individuals to achieve financial independence by fostering a culture of regular savings, careful planning, and disciplined investing. Our free online investing platform provides an easy and transparent way to build customized mutual fund portfolios at no cost. Users receive personalized templates to monitor the growth of their investments effectively. Our mission is to make financial fitness as integral as physical and mental well-being, guiding individuals toward a secure and prosperous future. Role Description This is a full-time on-site role for a Relationship Manager, located in Pune District. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, understanding their investment needs, and providing tailored financial solutions. You will also manage client portfolios, analyze market trends, provide financial advice, and ensure customer satisfaction through proactive engagement and excellent service delivery. Collaborating closely with various teams, you will play a key role in achieving organizational goals and promoting financial fitness among clients. Qualifications Strong skills in Relationship Building, Customer Engagement, and Client ManagementKnowledge of Financial Planning, Investment Advisory, and Mutual FundsExcellent Communication, Interpersonal, and Negotiation skillsStrong Analytical and Research skills to assess market trends and client requirementsProficiency in Microsoft Office Suite and CRM toolsBachelor's degree in Finance, Business Administration, or a related fieldAbility to work independently and collaboratively in a team environmentPrior experience in financial services or relationship management is a strong advantageCommitment to delivering excellent customer service and achieving client satisfaction

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