Client Relationship Manager

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,