Relationship Manager

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