Relationship Manager

Company Description

FundsIndia is one of Indias largest and fastest-growing investment platforms with over Rs. 22000 crores of investments managed by a loyal customer base of 30 lakh+ investors. Renowned for its award-winning services, FundsIndia is committed to making sophisticated investment advice accessible to everyone in the country. The company is on a mission to inspire the new generation of investors and redefine the investment industry with innovative and user-friendly solutions. Join a dynamic team at the forefront of financial services and technology transformation.

Role Description

This is a full-time on-site role for a Relationship Manager, based in New Delhi. The Relationship Manager will deliver excellent client management by assisting customers with their financial and investment needs. Responsibilities include building strong relationships with investors, providing expert advice, analyzing client requirements, offering tailored investment solutions, handling queries, and maintaining ongoing communication to ensure sustained client satisfaction. The role will also involve meeting sales goals and collaborating with internal teams to enhance the customer experience.

Qualifications

• Relationship building, client management, and customer service skills
• Ability to analyze financial requirements and deliver personalized investment solutions

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• Sales acumen with experience in achieving financial targets and objectives
• Effective communication, negotiation, and problem-solving skills
• Experience or knowledge in financial products, investments, and mutual funds
• Proficiency in English and Hindi; additional regional languages are a plus
• Bachelors degree in Finance, Business, Economics, or a related field
• Previous experience in financial advisory or investment management is an advantage