- Bachelor's degree in Finance, Business Administration, or related field
- Proven experience as a Client Relationship Manager or similar role
- Solid understanding of financial planning and investment strategies
- Excellent interpersonal and communication skills
- Strong analytical and problem-solving abilities
- Proficiency in Microsoft Excel and other financial software
- Ability to manage and prioritize multiple client relationships
- Proactive attitude with a strong focus on customer satisfaction
- Team management experience is a plus
- Build and maintain strong relationships with clients, acting as their trusted advisor
- Understand clients' financial goals and objectives, and provide them with tailored investment solutions
- Conduct thorough financial analysis and present investment recommendations to clients
- Monitor clients' investment portfolios and provide regular updates and performance reports
- Proactively identify opportunities to upsell and cross-sell additional products and services
- Resolve client issues and complaints in a timely and satisfactory manner
- Stay up-to-date with market trends and investment opportunities
- Collaborate with internal teams to ensure seamless execution of client requests
- Attend client meetings, seminars, and industry events to network and expand client base
Client Relationship Manager - Pune, India - Finnovators Services Pvt Ltd
Description
Company Overview
Finnovators is a leading financial solutions company that focuses on growing and protecting investor capital. Our mission is to provide trustworthy and innovative services to our clients, driving meaningful value through each investment opportunity. With a strong emphasis on collaboration, trust, innovation, and accountability, we strive to create a trusted place for investors to invest their capital and achieve long-term wealth creation.
Job Overview
We are seeking a highly skilled and motivated Client Relationship Manager to join our team at Finnovators Services Pvt Ltd. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, understanding their financial needs, and providing them with tailored investment solutions. This is a mid-level position with 4 to 6 years of experience, based in Pune, Maharashtra, India.
Qualifications and Skills
Roles and Responsibilities