Financial Coach (Relationship Manager)

2 - 6 years

0 Lacs

Posted:3 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Financial Coach (Relationship Manager) at JRG Financial Services Pvt. Ltd., you will play a crucial role in business development, client relationship management, and guiding customers towards appropriate financial solutions. This position provides an exciting opportunity to advance in the financial services industry and assist clients in reaching their financial objectives. **Key Responsibilities:** - Acquire new clients for mutual fund and insurance products - Conduct financial needs analysis and recommend suitable solutions - Establish and nurture long-term client relationships - Stay informed about market trends and product knowledge - Ensure adherence to company policies and regulations **Qualifications Required:** - Minimum 2 years of experience in Mutual Fund and Insurance sales - Profound comprehension of financial products - Exceptional communication and interpersonal abilities - Demonstrated success in client acquisition and goal attainment - Bachelor's degree in any discipline Joining our team comes with a range of benefits, including a competitive salary with attractive incentives, group health insurance, gratuity, and leave encashment. You will be a part of a growing organization that prioritizes customer trust, performance excellence, and opportunities for career growth.,

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