Relationship Manager

Company Description

FinChikitsak is a financial services firm based in Pune that helps individuals achieve financial independence by offering customized investment portfolios on its free online investing portal. The company believes in disciplined investing and regular savings as key pillars towards achieving financial goals.

Role Description

This is a full-time on-site role for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining relationships with clients, understanding their financial goals and recommending customized investment portfolios, and providing excellent customer service and support. The Relationship Manager will also be responsible for identifying business opportunities and contributing to the growth of the organization.

Qualifications
 Excellent interpersonal and communication skills
 Strong knowledge of mutual funds and financial markets
 Experience in relationship management and customer service
 Ability to analyze. financial data and provide customized solutions
 Proven ability to meet targets and drive business growth
 Bachelor's or Master's degree in Finance, Business Administration, Economics, or related field
 Certification in mutual funds or financial planning is a plus,