Client Relationship Management Role

Gigin Technologies Pvt Limited

Required Candidate Profile:

- Strong communication and interpersonal skills for building and maintaining long-term client relationships.

- Detailed understanding and knowledge of the Mutual Fund Industry, Capital Market, and its growth and profitability drivers.

- Certification in NISM and CFP is an advantage.

- Responsible for lead generation and closing deals, collaborating with the Operations and Sales teams.

- Develop and implement financial goal plans to meet client needs.

- Self-motivated, flexible, and capable of multitasking.

- Willingness to work in a startup culture.

- Must have a laptop for work.

Roles and Responsibilities :

Existing Client Relationship Management :

- Manage existing clients, addressing service-related, operational, or sales-related requests.

- Generate new business from existing clients for various financial services.

- Conduct financial technical analysis for options like Mutual Funds, Loans, Insurance, Estate Planning, Taxation Planning, etc.

New Client Acquisition :

- Generate leads and convert them through channels such as cold calls, conducting Financial Awareness Programs, and referential calling.

Experience : 1 - 5 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Client Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India