FinPluss.com

1 week ago

Relationship Manager

FinPluss.com
2 to 6 Yrs
  • Regular
  • Job Details

Job Details

    Company Description FinPluss.com is a digital platform based in Bengaluru that aims to empower individuals with financial knowledge. The platform provides a comprehensive knowledge base on various investment products like stocks, mutual funds, loans, insurance, real estate, and more. With in-house financial advisors, FinPluss.com offers personalized services to help individuals make informed financial decisions and avoid mis-selling. Role Description This is a full-time on-site role for a Relationship Manager at FinPluss.com in Bengaluru. The Relationship Manager will be responsible for building and maintaining relationships with clients, understanding their financial goals, providing personalized financial advice, and ensuring client satisfaction. The role involves collaborating with in-house advisors to offer tailored financial solutions and help clients achieve their financial objectives. Qualifications Strong communication and interpersonal skills Knowledge of various investment products such as stocks, mutual funds, and insurance Experience in financial advisory or relationship management roles Ability to understand and analyze clients" financial needs Customer service orientation and problem-solving abilities Bachelor's degree in Finance, Business Administration, Economics, or related field Certifications like CFP (Certified Financial Planner) would be advantageous,

Other Details

  • Industry BFSI
  • Recruiter Details FinPluss.com
  • Job Type Full time

Recruiter Details

  • FinPluss.com
  • Other Karnataka
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Company Details

FinPluss.com

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