Role Description This is a full-time Relationship Manager role at FinChikitsak located in Kharadi, Pune. As a Relationship Manager, your day-to-day tasks will involve building and maintaining client relationships, providing financial advice, assessing clients' financial goals, and helping them invest in different financial instruments. This on-site role requires strong interpersonal skills and a solid understanding of financial planning. Qualifications Strong interpersonal and communication skills Knowledge of financial planning and investment strategies Experience in client relationship management Ability to assess and understand clients' financial goals Sales or customer service experience Bachelor's degree in Finance, Economics, Business, or related field Relevant certifications such as CFP or CFA are a plus
Role Description This is a full-time Relationship Manager role at FinChikitsak located in Kharadi, Pune. As a Relationship Manager, your day-to-day tasks will involve building and maintaining client relationships, providing financial advice, assessing clients financial goals, and helping them invest in different financial instruments. This on-site role requires strong interpersonal skills and a solid understanding of financial planning. Qualifications Strong interpersonal and communication skills Knowledge of financial planning and investment strategies Experience in client relationship management Ability to assess and understand clients financial goals Sales or customer service experience Bachelor's degree in Finance, Economics, Business, or related field Relevant certifications such as CFP or CFA are a plus