Finsquare IMF Private Limited is seeking a dynamic, energetic, and result-driven Relationship Manager to join our expanding team.
The ideal candidate will be responsible for building strong client relationships, understanding their financial needs, and offering suitable financial solutions while ensuring a seamless and excellent customer experience.
Key Responsibilities
Build and maintain long-term relationships with new and existing clients
Understand client financial goals and recommend appropriate financial products
Conduct client meetings and provide professional financial guidance
Generate new business through networking, referrals, and market activities
Achieve assigned sales and business targets
Identify cross-selling and up-selling opportunities
Maintain accurate client records and follow company processes
Ensure timely follow-ups and excellent customer service
Stay updated with financial products, market trends, and offerings
Required Skills
Excellent communication and interpersonal skills
Strong relationship-building and negotiation abilities
Customer-focused mindset with problem-solving skills
Self-motivated and target-oriented approach
Positive attitude and willingness to learn
Basic knowledge of financial products (added advantage)
Eligibility
Graduate in any discipline (MBA preferred)
Freshers with strong communication skills are welcome
Experience in Sales / Banking / Finance / Insurance / RM role is an advantage
Comfortable with field sales and client meetings
Proficiency in Gujarati, Hindi, and basic English preferred