Financial Coach (Relationship Manager)

🌟 We’re Hiring: Financial Coach (Relationship Manager)

📍 Location: Gurugram, Haryana

🏢 JRG Financial Services Pvt. Ltd.

JRG Financial Services Pvt. Ltd., a trusted distributor of Mutual Funds and Insurance, is expanding its team to serve clients more effectively and drive business growth. We’re looking for a passionate and result-driven professional to join us as a Financial Coach (Relationship Manager).

🔹 Role Overview:

The Financial Coach will focus on business development, client relationship management, and guiding customers toward the right financial solutions. This role offers an excellent opportunity to grow in the financial services sector while helping clients achieve their financial goals.

🔹 Key Responsibilities:

•⁠ ⁠Acquire new clients for mutual fund and insurance products

•⁠ ⁠Conduct financial needs analysis and offer suitable solutions

•⁠ ⁠Build and maintain long-term client relationships

•⁠ ⁠Stay updated with market trends and product knowledge

•⁠ ⁠Ensure compliance with company policies and regulations

🔹 Requirements:

•⁠ ⁠2–4 years of experience in Mutual Fund and Insurance sales

•⁠ ⁠Strong understanding of financial products

•⁠ ⁠Excellent communication and interpersonal skills

•⁠ ⁠Proven track record in client acquisition and target achievement

•⁠ ⁠Bachelor’s degree in any discipline

🔹 Perks & Benefits:

💰 Competitive Salary + Attractive Incentives

🩺 Group Health Insurance

🎁 Gratuity

🏖️ Leave Encashment

Be part of a growing organization that values customer trust, performance excellence, and career advancement.