Service Relationship Manager Finwallet
Finwallet
Office Location
Full Time
Experience: 2 - 2 years required
Pay:
Salary Information not included
Type: Full Time
Location: Madurai
Skills: Relationship management, Client Servicing, Financial planning, Budgeting, Client Communication, Auditing, Customer Service, Referral Generation
About Finwallet
Job Description
Company Description Finwallet is a Personal Finance Management Company based in Madurai. We are professionally trained to advise and manage our client's entire personal finance portfolio, including banking, insurance, loans, and wealth management. We aim to provide comprehensive financial solutions to our clients. Role Description This is a full-time on-site role for a Service Relationship Manager at Finwallet. The Service Relationship Manager will be responsible for fulfilling clients" portfolio needs and developing strong relationships with them virtually. The role demands a proactive approach to understanding clients" requirements and providing solutions that enhance their satisfaction and loyalty. Key Responsibilities: Build and maintain strong relationships with clients Virtually Understand clients" portfolio needs and provide appropriate solutions Communicate with clients virtually to ensure their needs are met Should update the monthly budget of the client Should do Quarterly Review meetings with the Client Should update the monthly budget of the client Should do Quarterly Review meetings with the Client Should Review Financial Planning Annually with the Client Co Ordinate with Auditor For Income Tax Filing Complete the Gap which identified in Financial planning Immediate Respond to Customer Services Generate Referral from Existing Clients Add New Clients Into Onboard Responsible for client s subscription renewals,