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Relationship Manager

2 months ago


Pune, India FinChikitsak Full time

Company Overview:

FinChikitsak is a financial consultancy firm specializing in providing customized investment, insurance and loan advisory to clients. With a commitment to excellence and client satisfaction, we provide tailored financial solutions to meet our clients' needs.

Position Summary:

We are seeking a motivated and enthusiastic Relationship Manager to join our team. The candidate will have the opportunity to gain hands-on experience in sales and business development within the financial services industry. This internship offers valuable insights into the sales process, client relationship management, and the intricacies of financial consultancy.

Responsibilities:

· Assist in identifying potential clients and generating leads through research and outreach.

· Support the sales team in preparing proposals, presentations, and sales materials.

· Conduct market analysis and competitive research to identify opportunities for growth.

· Maintain accurate records of sales activities and client interactions in our CRM system.

Qualifications:

· Bachelor's or Master's degree program in Business Administration, Finance, Economics, or a related field.

· Strong interest in sales, business development, and the financial services industry.

· Excellent communication and interpersonal skills.

· Ability to work independently and collaboratively in a fast-paced environment.

· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

Working Hours:

· 6 Day Working (Wednesday weekly holiday)

· 10 30 AM to 7 30 PM

Salary

  • Upto Rs 30,000
  • Incentive Extra based on Sales