FundsIndia
Website:
fundsindia.com
Job details:
Company Description
FundsIndia is one of India's leading investment platforms, managing investments of nearly Rs. 26,000 crores for over 30 lakh investors. Recognized as a fast-growing and award-winning platform, FundsIndia is committed to making India's financial system accessible and providing state-of-the-art investment advice. With a focus on innovation, the company aims to inspire a new generation of investors and reimagine the investment landscape. Joining FundsIndia means being part of a mission-driven team shaping the future of investments.
Role Description
This is a full-time, on-site Relationship Manager role based in Ghaziabad. The Relationship Manager will be responsible for managing and nurturing client relationships, offering tailored investment advice, and promoting the full range of financial products and services offered by FundsIndia. Daily tasks include understanding client needs, advising on investment opportunities, addressing client queries, and ensuring a high level of customer satisfaction through strategic relationship management.
Qualifications
- Strong interpersonal and communication skills to build and manage client relationships effectively
- Knowledge of financial products, investment strategies, and the Indian financial system
- Sales and negotiation skills to promote and cross-sell financial products
- Problem-solving and analytical skills to address client needs and recommend suitable investment options
- Relevant work experience in financial services or relationship management
- A bachelor’s degree in Finance, Business Administration, Economics, or a related field
- Ability to work on-site in Ghaziabad
- Certifications in financial planning or investment advisory (e.g., CFP) are a plus
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