Job Details
Company Overview
Finnovators is a leading financial solutions company that focuses on growing and protecting investor capital. Our mission is to provide trustworthy and innovative services to our clients, driving meaningful value through each investment opportunity. With a strong emphasis on collaboration, trust, innovation, and accountability, we strive to create a trusted place for investors to invest their capital and achieve long-term wealth creation.
Job Overview
We are seeking a highly skilled and motivated Client Relationship Manager to join our team at Finnovators Services Pvt Ltd. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, understanding their financial needs, and providing them with tailored investment solutions. This is a mid-level position with 4 to 6 years of experience, based in Pune, Maharashtra, India.
Qualifications and Skills
Bachelor's degree in Finance, Business Administration. or related field
Proven experience as a Client Relationship Manager or similar role
Solid understanding of financial planning and investment strategies
Excellent interpersonal and communication skills
Strong analytical and problem-solving abilities
Proficiency in Microsoft Excel and other financial software
Ability to manage and prioritize multiple client relationships
Proactive attitude with a strong focus on customer satisfaction
Team management experience is a plus
Roles and Responsibilities
Build and maintain strong relationships with clients, acting as their trusted advisor
Understand clients" financial goals and objectives, and provide them with tailored investment solutions
Conduct thorough financial analysis and present investment recommendations to clients
Monitor clients" investment portfolios and provide regular updates and performance reports
Proactively identify opportunities to upsell and cross-sell additional products and services
Resolve client issues and complaints in a timely and satisfactory manner
Stay up-to-date with market trends and investment opportunities
Collaborate with internal teams to ensure seamless execution of client requests
Attend client meetings, seminars, and industry events to network and expand client base,
Other Details
- Industry BFSI
- Recruiter Details Finnovators Services Pvt Ltd
- Job Type Full time
Recruiter Details
- Finnovators Services Pvt Ltd
- Other Maharashtra
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Company Details
Finnovators Services Pvt Ltd
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