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,