Website:
elefinmoney.com
Job details:
Company Description ELEFIN MONEY is a digital investment platform designed to simplify personal finance and help individuals build long-term wealth with confidence. Through a single, easy-to-use app, users can invest in mutual funds, fixed deposits, bonds, and sovereign gold bonds without jargon or hidden fees. The platform is built for busy professionals, first-time investors, and families seeking financial security and stress-free money management. ELEFIN MONEY focuses on transparent, smart investing, allowing users to compare top options quickly and make informed decisions. The organization is committed to making investing accessible, intuitive, and aligned with each user’s financial goals.
Role Description The Relationship Manager is a full-time, on-site role based in Gurugram, responsible for managing and growing a portfolio of retail and/or HNI clients using ELEFIN MONEY’s investment solutions. This role involves engaging with prospective and existing clients, understanding their financial goals, and recommending suitable products such as mutual funds, fixed deposits, bonds, and sovereign gold bonds through the platform. The Relationship Manager will conduct regular follow-ups, portfolio reviews, and performance updates to maintain strong client relationships and drive customer satisfaction and retention. Day-to-day activities include handling client queries, providing user support on the app, coordinating with internal teams to resolve issues, and identifying opportunities for cross-selling and up-selling investment products. The role also includes maintaining accurate records in the CRM system, meeting defined sales and service targets, and representing the brand in a professional and ethical manner.
Qualifications
- Strong client relationship management and customer service skills, with the ability to build trust and long-term engagement.
- Solid understanding of financial products and personal investing, preferably including mutual funds, fixed deposits, bonds, and sovereign gold bonds.
- Effective communication and interpersonal skills, with proficiency in explaining financial concepts in clear, simple language.
- Sales and negotiation abilities, including experience meeting acquisition, retention, or revenue targets in a financial or related domain.
- Comfort using digital tools and apps, with the ability to guide clients through online onboarding and transaction processes.
- Strong organizational and time-management skills, with attention to detail in documentation and follow-up.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in financial planning or mutual funds are an advantage.
- Prior experience in wealth management, banking, financial advisory, or fintech client-facing roles is preferred.
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