Diaz Invest is a premier Financial Services Provider based in Kerala, dedicated to creating wealth for our customers since 2007. In a short span of time, we have become the No.1* Mutual Fund Retail Distributor in Kerala. Today, thousands of families across 50+ countries trust us as their Financial Coach. We are seeking a Relationship Manager to nurture and sustain trusting relationships with our customers. You will play a key role in helping us outperform our competitors and uphold our company's positive reputation. To excel in this role, you must be an exceptional communicator, capable of collaborating with sales and marketing teams while building strong connections with customers. We are looking for a strategic thinker with an analytical mind and excellent problem-solving abilities. Your ultimate goal will be to maintain robust relationships with our clients to enhance our brand and profitability in the long term. Responsibilities Converting prospects into qualified customers Understand customer needs and develop plans to address them Resolve customer complaints quickly and effectively Identifying upselling and cross-selling opportunities Promote high-quality sales and customer service processes Aim to preserve customers and renew contracts Approach potential customers to establish relationships Gain solid knowledge about investments. Requirements and skills Good Attitude Discipline Customer relationship management (CRM) practices Problem-solving attitude Excellent communication skills Good presentation skills Sales closing skills Basic Investment knowledge Teamwork and leadership skills Customer-oriented mindset Bachelor Degree Job Type: Full-time Pay: ₹250,000.00 - ₹300,000.00 per year Benefits: Health insurance Leave encashment Paid sick time Paid time off Ability to commute/relocate: Aluva, Kerala: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Language: English (Preferred) Work Location: In person
Diaz Invest is a premier Financial Services Provider based in Kerala, dedicated to creating wealth for our customers since 2007. In a short span of time, we have become the No.1* Mutual Fund Retail Distributor in Kerala. Today, thousands of families across 50+ countries trust us as their Financial Coach. We are seeking a Relationship Manager to nurture and sustain trusting relationships with our customers. You will play a key role in helping us outperform our competitors and uphold our company's positive reputation. To excel in this role, you must be an exceptional communicator, capable of collaborating with sales and marketing teams while building strong connections with customers. We are looking for a strategic thinker with an analytical mind and excellent problem-solving abilities. Your ultimate goal will be to maintain robust relationships with our clients to enhance our brand and profitability in the long term. Responsibilities Converting prospects into qualified customers Understand customer needs and develop plans to address them Resolve customer complaints quickly and effectively Identifying upselling and cross-selling opportunities Promote high-quality sales and customer service processes Aim to preserve customers and renew contracts Approach potential customers to establish relationships Gain solid knowledge about investments. Requirements and skills Good Attitude Discipline Customer relationship management (CRM) practices Problem-solving attitude Excellent communication skills Good presentation skills Sales closing skills Basic Investment knowledge Teamwork and leadership skills Customer-oriented mindset Bachelor Degree Job Type: Full-time Pay: ₹250,000.00 - ₹300,000.00 per year Benefits: Health insurance Leave encashment Paid sick time Paid time off Ability to commute/relocate: Aluva, Kerala: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Language: English (Preferred) Work Location: In person
Diaz Invest Private Limited is a premier Financial Services Provider based in Kerala, dedicated to creating wealth for our customers since 2007. In a short span of time, we have become the No.1* Mutual Fund Retail Distributor in Kerala. Today, thousands of families across 50+ countries trust us as their Financial Coach. We are seeking a Relationship Manager to nurture and sustain trusting relationships with our customers. You will play a key role in helping us outperform our competitors and uphold our company's positive reputation. To excel in this role, you must be an exceptional communicator, capable of collaborating with sales and marketing teams while building strong connections with customers. We are looking for a strategic thinker with an analytical mind and excellent problem-solving abilities. Your ultimate goal will be to maintain robust relationships with our clients to enhance our brand and profitability in the long term. Responsibilities Converting prospects into qualified customers Understand customer needs and develop plans to address them Resolve customer complaints quickly and effectively Identifying upselling and cross-selling opportunities Promote high-quality sales and customer service processes Aim to preserve customers and renew contracts Approach potential customers to establish relationships Gain solid knowledge about investments. Requirements and skills Good Attitude Discipline Customer relationship management (CRM) practices Problem-solving attitude Excellent communication skills Good presentation skills Sales closing skills Basic Investment knowledge Teamwork and leadership skills Customer-oriented mindset Bachelor Degree Job Type: Full-time Pay: ₹250,000.00 - ₹400,000.00 per year Benefits: Health insurance Leave encashment Paid sick time Paid time off Ability to commute/relocate: Aluva, Kerala: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Language: English (Preferred) Work Location: In person
Diaz Invest Private Limited is a premier Financial Services Provider based in Kerala, dedicated to creating wealth for our customers since 2007. In a short span of time, we have become the No.1* Mutual Fund Retail Distributor in Kerala. Today, thousands of families across 50+ countries trust us as their Financial Coach. We are seeking a Relationship Manager to nurture and sustain trusting relationships with our customers. You will play a key role in helping us outperform our competitors and uphold our company's positive reputation. To excel in this role, you must be an exceptional communicator, capable of collaborating with sales and marketing teams while building strong connections with customers. We are looking for a strategic thinker with an analytical mind and excellent problem-solving abilities. Your ultimate goal will be to maintain robust relationships with our clients to enhance our brand and profitability in the long term. Responsibilities Converting prospects into qualified customers Understand customer needs and develop plans to address them Resolve customer complaints quickly and effectively Identifying upselling and cross-selling opportunities Promote high-quality sales and customer service processes Aim to preserve customers and renew contracts Approach potential customers to establish relationships Gain solid knowledge about investments. Requirements and skills Good Attitude Discipline Customer relationship management (CRM) practices Problem-solving attitude Excellent communication skills Good presentation skills Sales closing skills Basic Investment knowledge Teamwork and leadership skills Customer-oriented mindset Bachelor Degree Job Type: Full-time Pay: ₹250,000.00 - ₹400,000.00 per year Benefits: Health insurance Leave encashment Paid sick time Paid time off Ability to commute/relocate: Aluva, Kerala: Reliably commute or planning to relocate before starting work (Preferred) Education: Bachelor's (Preferred) Language: English (Preferred) Work Location: In person
Company Description Diaz Invest is a leading financial services provider that has been dedicated to helping clients achieve financial goals since its establishment in 2007. With a focus on creating long-term wealth, the company empowers customers to gain sound financial well-being through strategic investment solutions. Committed to sustainable income and building financial stability, Diaz Invest also ensures value creation for its stakeholders. Role Description This is a full-time, on-site Relationship Manager role based in Aluva. The Relationship Manager will be responsible for building and nurturing client relationships, understanding individual financial goals, and providing tailored investment solutions. Daily tasks include client communication, identifying new business opportunities, conducting financial assessments, and collaborating with team members to meet targets and deliver exceptional service. Qualifications Strong interpersonal, communication, and relationship-building skills Financial planning, investment strategy, and portfolio management knowledge Ability to analyze client needs and recommend appropriate financial solutions Proficiency in sales, account management, and customer service Problem-solving, negotiation skills, and the ability to adapt to client demands Prior experience in the financial or investment industry is a plus Bachelor's degree in Finance, Business, or a related field is preferred