Company Description Finwallet has been a trusted provider of personal finance and wealth management services since 2016. We specialize in a comprehensive range of virtual financial services, including investment management, insurance, loans, income tax planning and filing, and wealth management. Serving over 630+ families and managing over ₹286 crores in assets, we cater to corporate salaried individuals, business owners, doctors, and Non-Resident Indians (NRIs). With a dedicated team of 25+ professionals, our focus is on delivering exceptional service to ensure your financial well-being. Role Description This is a full-time, on-site role located in Madurai. The Service Relationship Manager will be responsible for managing business relationships, ensuring customer satisfaction, and providing exceptional customer service. The role involves daily interactions with clients to understand their financial needs and offering personalized solutions. Effective communication and a strong background in finance are essential to support and enhance client relationships. Qualifications Proficiency in Business Relationship Management and Customer Satisfaction Strong Communication skills Background in Finance and Customer Service Ability to work effectively on-site in Madurai Excellent problem-solving skills Bachelor's degree in Finance, Business, or a related field Experience in the financial services industry is a plus
As a Service Relationship Manager at Finwallet, your primary responsibility will be to fulfill clients" portfolio needs and cultivate strong relationships with them virtually. You will be expected to proactively understand clients" requirements and offer tailored solutions to enhance their satisfaction and loyalty. Your key responsibilities will include: - Building and maintaining strong relationships with clients virtually - Understanding clients" portfolio needs and providing appropriate solutions - Communicating with clients virtually to ensure their needs are met - Updating the monthly budget of the client - Conducting Quarterly Review meetings with the Client - Reviewing Financial Planning Annually with the Client - Coordinating with the Auditor for Income Tax Filing - Completing the Gap identified in Financial planning - Responding promptly to Customer Services - Generating Referrals from Existing Clients - Adding New Clients into Onboard - Managing client subscription renewals Join us at Finwallet to make a significant impact on our clients" financial well-being and establish lasting relationships built on trust and expertise.,
As a Service Relationship Manager at Finwallet, your role is to fulfill clients" portfolio needs and develop strong relationships with them virtually. You will be expected to proactively understand clients" requirements and provide solutions that enhance their satisfaction and loyalty. Key Responsibilities: - Build and maintain strong relationships with clients virtually - Understand clients" portfolio needs and provide appropriate solutions - Communicate with clients virtually to ensure their needs are met - Update the monthly budget of the client - Conduct Quarterly Review meetings with the Client - Review Financial Planning Annually with the Client - Coordinate with Auditor For Income Tax Filing - Complete the Gap identified in Financial planning - Immediately respond to Customer Services - Generate Referrals from Existing Clients - Add New Clients Into Onboard - Responsible for clients" subscription renewals If there are any additional details about the company in the job description, they are omitted in this summary.,
Job Responsibilities Manage and engage with clients through virtual platforms. Update and maintain clients’ monthly budgets and perform detailed monthly budget analysis. Conduct quarterly financial review meetings with clients. Perform annual reviews of clients’ financial plans. Coordinate with auditors to ensure timely filing of clients’ income tax returns. Identify gaps in clients’ portfolios and recommend suitable improvements. Provide prompt and professional responses to client queries. Generate referrals from existing clients and convert them into new business. Manage annual subscription renewals for assigned clients. Required Skills Fluent in English communication (verbal and written). Strong team player with a collaborative work ethic. Excellent time-management and organisational skills. Strong decision-making, analytical and critical-thinking abilities. Solution-oriented and proactive attitude. Proficiency in MS Excel and web-based tools. Ability to work independently with an innovative mindset. Perks & BenefitsStandard Benefits Official laptop Official mobile phone Additional Benefits Professional, non-sales job profile with no sales pressure Virtual client meetings only (no field work required) High career growth potential Salary credited on the 1st of every month Skill development workshops and training programs Healthy work–life balance Positive and toxic-free work environment Clear career progression path Opportunity to work in a high-growth industry Separate cabin No overtime culture Weekly off on Mondays Job Types: Full-time, Permanent, Fresher Pay: ₹12,000.00 - ₹40,000.00 per month Work Location: In person