Job Summary

We are looking for a Client Relations Manager to create and nurture long-term relationships with financial customers. You will resolve any issues that arise to ensure customers are satisfied with our services. In this role, you should be an excellent communicator who is able to grasp customer needs and brainstorm ways to fulfill them. If you also have a background in customer service and knowledge of our industry, we would like to meet you. Your goal will be to help us safeguard our revenue and retain our customers.

Responsibilities

- Meet clients, understand their needs, and handhold them through the process of investments.
- Involved in handling clients, taking follow-ups, generating the lead.
- Responsible for selling Mutual Funds, Insurance, Loans, etc
- Developing long-term client relationships
- Coordinate with the internal teams to execute and close deals seamlessly.
- Meet monthly sales targets through effective sales techniques




- Knowledge of banking products and processes.
- Positive interpersonal and communication skills.

Job Summary

We are looking for a skilled financial analyst to join our team. Responsibilities include financial modeling, data analysis, and report generation.

Skills

- Market Research

Responsibilities

- Conduct financial modeling and analysis.
- Analyze financial data and trends to provide insights.
- Generate reports and presentations for stakeholders.
- Collaborate with teams to develop strategic financial plans.
- Stay updated with industry trends and regulations.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Business Analyst (Pune)
🏢 Investsphere Wealth
📍 Pune