Lucia Financial Services India

2 Job openings at Lucia Financial Services India
Customer Relationship Manager eluru 1 - 3 years INR 1.25 - 2.5 Lacs P.A. Work from Office Full Time

Responsibilities: Maximize customer satisfaction through timely resolutions Manage post-sales process from order to delivery Collaborate with sales team on upselling opportunities

Business Development Officer eluru,andhra pradesh,india 0 years None Not disclosed On-site Full Time

Company Description Lucia Financial Services India is a leading financial services provider committed to helping individuals and families achieve long-term financial stability. Based in Bangalore, the company specializes in transparent investment solutions, personalized financial advisory, and technology-driven financial planning. Lucia is a member of NSE, BSE, and MCX, offering robust and secure financial services. With a focus on integrity, discipline, and financial education, Lucia empowers clients to make informed, confident decisions about their financial futures. The company prides itself on delivering customized investment strategies and exclusive plans tailored to clients' unique goals. Role Description This is a full-time, on-site role for a Business Development Officer located in Eluru. The Business Development Officer will be responsible for identifying and pursuing new business opportunities, creating and maintaining relationships with clients, and achieving business targets. Daily responsibilities include effective communication with clients, providing financial advisory services, and delivering exceptional customer support. Additionally, the role involves analyzing market trends and working collaboratively with internal stakeholders to develop effective financial strategies. Qualifications Proven experience and expertise in New Business Development and Customer Service Strong Analytical Skills with a solid understanding of financial principles, trends, and practices Exceptional Communication skills, with an ability to build and maintain professional relationships A background in Finance with a comprehensive understanding of investment and financial planning Familiarity with sales strategies, target achievement, and market research analysis Bachelor’s degree in Business, Finance, or a related field; certifications in financial advisory services are preferred Strong problem-solving abilities, teamwork orientation, and a results-driven mindset