Website:
avnipie.com
Job details:
Company Description AvniPie – The Business Financial Guru – specializes in simplifying finance for entrepreneurs and individuals through practical, data-driven guidance. The firm offers comprehensive financial consultation, tax and compliance support, wealth management, and training services that help clients manage money with clarity and confidence. Clients receive customized strategies for budgeting, investment planning, regulatory compliance, and long-term wealth growth aligned with their goals and risk profiles. AvniPie emphasizes trust, transparency, and ongoing support, providing continuous advice, claim assistance, and tailored financial roadmaps. Led by experienced professionals, the company focuses on confidential, honest, and results-oriented financial solutions for both personal and business needs.
Role Description The Relationship Manager – Loans & Investments is a full-time remote role responsible for building and managing client relationships across lending and investment services. On a day-to-day basis, this role will engage with clients to understand their financial needs, recommend suitable loan and investment products, and guide them through onboarding, documentation, and ongoing portfolio review. The Relationship Manager will coordinate with internal financial experts to structure proposals, ensure accurate information collection, and support tax and compliance requirements linked to loans and investments. The role includes monitoring client portfolios, identifying opportunities for refinancing or reallocation, and proactively communicating performance updates and strategic recommendations. This position also involves preparing reports, maintaining CRM records, contributing to financial education initiatives, and ensuring a high standard of client service and ethical conduct.
Qualifications
- Strong relationship management skills, including client engagement, needs assessment, and ongoing account servicing.
- Knowledge of loan products (business and personal), basic credit analysis, and experience with lending processes and documentation.
- Understanding of investment concepts, portfolio basics, risk profiling, and suitability of products such as mutual funds, bonds, or other managed solutions.
- Financial planning and advisory capabilities, including budgeting, cash-flow awareness, and goal-based planning for individuals and businesses.
- Ability to interpret tax and compliance considerations related to loans and investments, and coordinate with relevant specialists when needed.
- Proficient in using digital tools, CRM systems, and remote communication platforms to manage and document client interactions.
- Clear and professional communication skills, both written and verbal, with the ability to explain financial concepts in simple terms.
- Strong analytical and problem-solving skills, attention to detail, and a structured approach to follow-through and documentation.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in wealth management or lending are an advantage.
- Prior experience in banking, NBFCs, financial advisory, or wealth management is preferred, along with a client-centric and ethical mindset.
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