Job
Description
As a Relationship Manager at Finquo Versity, your role will involve building and nurturing client relationships, converting leads into active clients, and ensuring client satisfaction to contribute to the company's growth. Your responsibilities will include: - Contacting and following up with leads diligently to convert them into active clients by effectively communicating the company's services' value proposition. - Assisting new clients in the account creation process, ensuring accurate and prompt completion of all necessary documentation. - Working towards achieving individual sales targets set by the Team lead. - Addressing and resolving any client issues related to account management, trading, or service quality. - Educating clients on market trends, trading strategies, and the features of the trading platform to help them make informed decisions. - Maintaining accurate records of all client interactions, transactions, and account activities. - Providing regular updates and reports to the Team lead on lead status, client interactions, and sales performance. - Staying informed about market trends, Forex trading strategies, and economic developments that could impact clients. - Collaborating with other Relationship Managers and TL's to share insights, strategies, and best practices. - Offering feedback on the sales process and suggesting improvements to enhance client satisfaction and efficiency. What We Offer: - Attractive Annual Bonus - Competitive compensation and PF benefits - A vibrant, growth-focused work culture - Balanced working hours - Opportunities to grow within the fintech and edtech ecosystem - Work with a passionate team in a purpose-driven environment Qualifications Required: - Bachelor's degree in Finance, Business, Marketing, or related field. - 1+ years of experience in sales support, customer service, or relationship management. - Excellent communication and interpersonal skills. - Target-driven mindset with the ability to work under pressure. - Strong problem-solving abilities and emotional intelligence. - Background in fintech, finance, or education sector is a plus. - A team player with a proactive and client-first mindset. About the Company: iWeezy Holdings is a diversified business group with a dynamic portfolio of companies operating across fintech, education, export, and more. With a global presence and offices in Calicut, Dubai, and Russia, the company is committed to building innovative ventures that create value and impact. One of their key ventures, Finquo Versity, is an emerging leader in financial education and trading expertise dedicated to empowering individuals with knowledge and tools to succeed in finance and trading. Location: Hilite Business Park, Calicut, Kerala FinQuo Versity is a dynamic e-learning platform transforming financial education and professional development in India. They aim to empower learners with industry-relevant courses and practical knowledge in a learner-centric ecosystem that fosters continuous learning and collaboration. Benefits: - Leave encashment - Paid sick time - Provident Fund Application Question: - How many years of experience do you have in client acquisition or relationship management As a Relationship Manager at Finquo Versity, your role will involve building and nurturing client relationships, converting leads into active clients, and ensuring client satisfaction to contribute to the company's growth. Your responsibilities will include: - Contacting and following up with leads diligently to convert them into active clients by effectively communicating the company's services' value proposition. - Assisting new clients in the account creation process, ensuring accurate and prompt completion of all necessary documentation. - Working towards achieving individual sales targets set by the Team lead. - Addressing and resolving any client issues related to account management, trading, or service quality. - Educating clients on market trends, trading strategies, and the features of the trading platform to help them make informed decisions. - Maintaining accurate records of all client interactions, transactions, and account activities. - Providing regular updates and reports to the Team lead on lead status, client interactions, and sales performance. - Staying informed about market trends, Forex trading strategies, and economic developments that could impact clients. - Collaborating with other Relationship Managers and TL's to share insights, strategies, and best practices. - Offering feedback on the sales process and suggesting improvements to enhance client satisfaction and efficiency. What We Offer: - Attractive Annual Bonus - Competitive compensation and PF benefits - A vibrant, growth-focused work culture - Balanced working hours - Opportunities to grow within the fintech and edtech ecosystem - Work with a passionate team in a purpose-driven environment Qualifications Required: - Bachelor's degree in Finance, Business, Mar
