Finwallet Hiring for Relationship Manager (Personal Finance) at Madurai, Tamil Nadu Full Time

* Maintain good relationship with our existing clients

* Should give good service of products like Investments, Loans & Insurance.

* Need to update the existing client’s personal finance portfolio in our Web Portal

* Need to download our mobile app to all your mapped clients

* Should Ananlys clients portfolio every month

* Need to do Financial Planning at the time of new client onboarding

* Need to prepare goad based financial planning.

* Need to attend finance trainings periodically to update your knowledge

* Need to acquire new clients by getting references from existing clients, through our loan department, social media, or Open Market.

Job Types: Full-time, Regular / Permanent, Fresher

Salary: From ₹8,000.00 per month

Schedule:

• Day shift
• Morning shift

Ability to commute/relocate:

• Old Dindugal Main Road,, Madurai – 625018, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor’s (Preferred)

Experience:

• Finance: 1 year (Preferred)
• total work: 1 year (Preferred)

Speak with the employer
+91 +919585538454