Key Responsibilities:
Build and maintain long-term relationships with existing and recent clients.
Act as the primary point of contact for client queries, service requests, and investment needs.
Cross-sell and upsell relevant financial products based on client needs and risk profile.
Ensure timely renewals of insurance and investment products to improve retention.
Proactively ask for referrals from existing clients and help expand the client base.
Handle complete onboarding of new clients including KYC, documentation, and product explanation.
Collaborate with internal teams to ensure smooth service delivery and client satisfaction.
Keep clients informed about their portfolio, market updates, and relevant opportunities.




Maintain accurate records of interactions and ensure timely follow-ups.

Job Types: Full time, Permanent, Fresher

Pay: ₹20,000.00 - ₹30,000.00 per month

Perks:
Cell phone reimbursement
Leave encashment
Paid sick time
Paid time off

Schedule:
Day shift

Ability to commute/relocate:
Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (Preferred)

Education:
Bachelor's (Preferred)

Language:
English, Gujarati (Preferred)

License/Certification:
LMV Licence (Preferred)

Work Location: In person

Speak with the employer
+91-XXXXXXXXXX

📌 Relationship Manager Ahmedabad (India)
🏢 Finsquare IMF Private
📍 India