Relationship Manager

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,