Surabhi Financial Services

Borivali, Mumbai

Job Description Client Relationship manager Job Location Mumbai Western Suburb : Kandivali (E)What are we looking for / Job DescriptionWe are looking for Client Relationship Managers to join our team. If you are from a servicing industry and have some understanding of finance, or have an worked in client relationship manager role for an financial services firm and enjoy interacting with people then this position is just for you. Key ResponsibilitiesBuild positive and productive relationships with clients for business growth.Schedule regular meetings, discussions, teleconferences and visit client offices to strengthen the relationships.Understand client needs and customize existing business programs to meet their needs.Provide client support and handle client communications effectively.Manage and close client businesses to achieve profitability.Maintain existing clients and generate new clients to achieve revenue goals.Address client concerns promptly and professionally.Inform clients about company products, services and promotions.Discuss business contracts and cost with clients.Ensure that client requests are handled timely and accurately.Develop new strategies to improve client satisfaction.Maintain up-to-date knowledge aboompany products and services.Answer clients questions, address concerns and resolve them as per SLAsBuilding and maintaining your client base.Qualifications requiredBachelors degree in business, finance or related field.Great interpersonal and communication skills, written and spoken English is must.Prior experience with customer service or similar role Proficient in Word, Excel, Outlook and PowerPoint, Social Media tools like Linked In, Facebook etcCritical thinker and problem-solving skillsGood time-management skillsTeam player

What are we looking for / Job DescriptionWe are looking for Financial Advisors to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position. Key ResponsibilitiesUnderstand Clients financial needsDetermine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk toleranceGive advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goalsPrepare Financial plans for clients and present themMeeting Business Targets and Client Retention goals.Answer clients questions, address concerns and resolve them as per SLAsRegularly review clients portfolio and have continuous engagement Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clientsContinuous communication with clients to stay up to date with their financial statusBuilding and maintaining your client base.Qualifications requiredBachelors degree in business, finance or related field.Knowledge of Financial & Securities market and Insurance 2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role Certification Financial Domain like CFP, CFA, NISM certification will be added advantageProficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etcCritical thinker and problem-solving skillsGood time-management skillsGreat interpersonal and communication skills, written and spoken English is must.Team player

What are we looking for / Job DescriptionWe are looking for Financial Advisors to join our team. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position. Key ResponsibilitiesUnderstand Clients financial needsDetermine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk toleranceGive advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goalsPrepare Financial plans for clients and present themMeeting Business Targets and Client Retention goals.Answer clients questions, address concerns and resolve them as per SLAsRegularly review clients portfolio and have continuous engagement Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clientsContinuous communication with clients to stay up to date with their financial statusBuilding and maintaining your client base.Qualifications requiredBachelors degree in business, finance or related field.Knowledge of Financial & Securities market and Insurance 2-3 years of experience as a Financial Advisor / Client Relationship manager or similar role Certification Financial Domain like CFP, CFA, NISM certification will be added advantageProficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etcCritical thinker and problem-solving skillsGood time-management skillsGreat interpersonal and communication skills, written and spoken English is must.Team player