Do you like helping people ?
Are you interested in Personal Finance, Financial Planning and the world of Investments ?
If yes, then this job is probably suitable for you because At Finqa, our mission is primarily to help people invest and grow their money better.
As a Client Relationship Manager, your responsibilities will include:
- Understanding Client Needs and Requirements
- Coordinating and Planning plans for them
- Executing Investments on their behalf
- Ongoing relationship development
- Servicing any Personal Finance Needs they may have
- New Client Acquisition
Experience: 1 – 5 years of relevant industry experience
Education: Graduates / MBAs (Preferably with a CFP certification)
Skills & Expertise:
- Awareness about Financial Planning
- Good Knowledge about the Retail Financial Services Industry
- Good Communication Skills (Written and Verbal )
- Patience and Persistence
This is a full time job based in Gurgaon.
Salary: Based on an individual’s skills and experience.
How to Apply: Please send us a copy of your resume along with the following information to info@finqa.in
- Current and Expected CTC
- Notice Period / Earliest date by which you can join Finqa if selected
- Please ensure you have look at our website www.finqa.in to know what we do, before you apply
