Relationship Manager (Female)

About the Company

We are iWeezy Holdings, a diversified business group with a dynamic portfolio of 7+ companies operating across fintech, education, export, and more. With a strong global presence and offices in Calicut, Dubai, and Russia, we are committed to building innovative ventures that create value and impact.One of our key ventures is Finquo Versity, an emerging leader in financial education and trading expertise. At Finquo, we are on a mission to empower individuals with the knowledge and tools to succeed in the world of finance and trading.We are currently expanding our Calicut branch and are looking for passionate and driven individuals to join our growing team. If you're excited about being part of a forward-thinking company that's shaping the future of fintech and education, this is your opportunity.

Job description

About the Role

We are looking for a Relationship Manager who is passionate about building meaningful client relationships, handling assigned leads, converting leads into active clients, and providing ongoing support to clients. The RM plays a crucial role in achieving sales targets, ensuring client satisfaction, and contributing to the growth of the company's client base.

Key Responsibilities:

• Contact and follow up with leads assigned diligently to convert leads into active clients by effectively communicating the value proposition of the company's services.
• Assist new clients in the account creation process, ensuring all necessary documentation is completed accurately and promptly.
• Work towards achieving individual sales targets set by the Team lead.
• Address and resolve any client issues related to account management, trading, or service quality.
• Educate clients on market trends, trading strategies, and the features of the trading platform to help them make informed decisions.
• Maintain accurate and up-to-date records of all client interactions, transactions, and account activities.
• Provide regular updates and reports to the Team lead on lead status, client interactions, and sales performance.
• Stay informed about market trends, Forex trading strategies, and economic developments that could impact clients.
• Work closely with other Relationship Managers and TL's to share insights, strategies, and best practices.
• Provide feedback on the sales process and suggest 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

What Were Looking For:

• Bachelors 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.

Location

Hilite Business Park, Calicut, Kerala

FinQuo Versity is a dynamic and fast-growing e-learning platform dedicated to transforming financial education and professional development across India. Our mission is to empower learners with accessible, industry-relevant courses and practical knowledge delivered by experienced professionals and educators.
At FinQuo Versity, we combine technology, expertise, and innovation to create a learner- centric ecosystem that supports career growth and real-world skill-building. With a focus on excellence, our platform fosters a culture of continuous learning and collaboration.

Job Types: Full-time, Permanent, Fresher

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:

• Leave encashment
• Paid sick time
• Provident Fund

Application Question(s):

• How many years of experience do you have in client acquisition or relationship management?

Work Location: In person