Service RM

Job Title:

Service Manager – Financial Services

Reporting To:

Manager

About Finnovate:

Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.

Location:

Mumbai

Employment Type:

Full time

Key Responsibilities:

· Maintain and strengthen relationships with clients after onboarding.

· Review existing portfolios and provide expert recommendations for better financial outcomes.

· Present research reports, mutual fund updates, and life and health insurance services.

· Getting the execution of MF, Health Insurance with help of BO team

· Collaborate with internal teams, including research and advisory, to develop well-rounded financial strategies.

· Act as the primary point of contact, ensuring top-tier service and client satisfaction.

· Address client concerns, gather feedback, and identify new opportunities to enhance services.

· Updating the CRM on daily basis

Qualification & Skills:

· Strong relationship management and client servicing skills.

· Excellent communication and presentation abilities.

· Analytical mindset to assess client needs, analyze market trends, and offer strategic financial solutions.

· Ability to thrive in a fast-paced environment, manage multiple priorities, and achieve targets.

· Bachelor's degree in Commerce, Marketing, or a related field (MBA in Finance preferred). CFP certification is a plus.

Years of Experience:

2-3 years of relevant experience preferred. Freshers with a passion for financial services are welcome to apply

Benefits on being a part of Finnovate:

ü Health Insurance: Coverage including options for dependents.

ü Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay.

ü Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.

ü Professional Development: Opportunities for training, workshops, conferences to support employees' career growth.

ü Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.

ü Company Events and Celebrations: Company outings, team- building activities for bonding between team members

ü Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.

ü Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.

Job Type: Full-time

Pay: ₹25, ₹56,958.48 per month

Benefits:

• Health insurance
• Paid sick time
• Provident Fund

Work Location: In person