Relationship Manager

0 years

0 Lacs

Posted:2 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Description

This is a full-time Relationship Manager role at FinChikitsak located in Kharadi, Pune. As a Relationship Manager, your day-to-day tasks will involve building and maintaining client relationships, providing financial advice, assessing clients' financial goals, and helping them invest in different financial instruments. This on-site role requires strong interpersonal skills and a solid understanding of financial planning.


Qualifications

  • Strong interpersonal and communication skills
  • Knowledge of financial planning and investment strategies
  • Experience in client relationship management
  • Ability to assess and understand clients' financial goals
  • Sales or customer service experience
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications such as CFP or CFA are a plus

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