Relationship Manager
- Type:
- Full Time
- Location:
- Mumbai/Gandhidham/Bhuj/Ahmedabad/Nagpur
- Description:
-
Company Name: Finnovate Financial Services Pvt Ltd
Company Website: www.finnovate.in
Company Profile: Finnovate is India's first financial fitness company set up with the mission to make every Indian Financially Fit.
Just like personal fitness cannot be built overnight, financial fitness takes a lifetime to achieve. Finnovate’s philosophy is to build prosperity safely, surely, swiftly, adopting a prudent growth approach, so that our clients can not only live without money worries, but also feel empowered to live their dream life.
Future Growth Plans: Finnovate’s future plans include reaching AUM of USD 250 Million within 3 years, while reaching over 1 million people with our consumer education programs on personal finance.
No. of vacancies: Ten
Job Profile & Responsibilities:- Interact with client’s via-calls, emails at initial Stage. Research, contact potential clients to establish rapport and arrange meetings.
- Increasing the value of current customers while attracting new ones. respond effectively with a plan of how to meet these.
- Think strategically - seeing the bigger picture and setting aims and objectives in order to develop and improve the business.
- Work strategically - carrying out necessary planning in order to implement operational changes.
- Presenting PPT to clients regarding benefits of financial life planning.
- Understanding the Client requirement and accordingly recommending him Finnovate plans/products/services.
- Converting and onboarding the client.
- The candidate should be presentable and have good communication skills and an attitude to grow & work hard.
- A good team player who enjoys finance and investment management.
- Strong communication and interpersonal skills
- Hiring Manager Details:
-
Sanjeeta Chawla
8291756122