Service Relationship Manager

As a Service Relationship Manager at Finwallet, your primary responsibility will be to fulfill clients" portfolio needs and cultivate strong relationships with them virtually. You will be expected to proactively understand clients" requirements and offer tailored solutions to enhance their satisfaction and loyalty. Your key responsibilities will include: - Building and maintaining strong relationships with clients virtually - Understanding clients" portfolio needs and providing appropriate solutions - Communicating with clients virtually to ensure their needs are met - Updating the monthly budget of the client - Conducting Quarterly Review meetings with the Client - Reviewing Financial Planning Annually with the Client - Coordinating with the Auditor for Income Tax Filing - Completing the Gap identified in Financial planning - Responding promptly to Customer Services - Generating Referrals from Existing Clients - Adding New Clients into Onboard - Managing client subscription renewals Join us at Finwallet to make a significant impact on our clients" financial well-being and establish lasting relationships built on trust and expertise.,