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.,