Relationship Manager

Company Description

Invenzee Buildcap Fintech Private Ltd aims to support individuals in creating wealth from the financial market and protecting families through tailored insurance solutions. With a team of experienced professionals, we provide the best financial solutions to traders and investors to enhance wealth creation. Our comprehensive range of financial services sets us apart in the market and simplifies investment decisions for our clients.

Role Description

This is a full-time on-site role located in Indore for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining client relationships, providing financial advice, and offering suitable financial solutions. They will work closely with clients to understand their needs, recommend appropriate products, and ensure customer satisfaction.

Qualifications

• Strong interpersonal and communication skills
• Financial planning and advisory expertise
• Customer relationship management skills
• Knowledge of financial products and services
• Ability to analyze and interpret financial data
• Experience in the finance or banking industry
• Bachelor's degree in Finance, Business, Economics, or related field