Relationship Manager

3 days ago

Kozhikode, Kerala, India Finquo Versity Full time ₹ 8,00,000 - ₹ 12,00,000 per year

About the Role

We are looking for a Relationship Manager who is passionate about building meaningful client relationships, handling assigned leads, converting leads into active clients, and providing ongoing support to clients. The RM plays a crucial role in achieving sales targets, ensuring client satisfaction, and contributing to the growth of the company's client base.

Key Responsibilities:

  • Contact and follow up with leads assigned diligently to convert leads into active clients by effectively communicating the value proposition of the company's services.
  • Assist new clients in the account creation process, ensuring all necessary documentation is completed accurately and promptly.
  • Work towards achieving individual sales targets set by the Team lead.
  • Address and resolve any client issues related to account management, trading, or service quality.
  • Educate clients on market trends, trading strategies, and the features of the trading platform to help them make informed decisions.
  • Maintain accurate and up-to-date records of all client interactions, transactions, and account activities.
  • Provide regular updates and reports to the Team lead on lead status, client interactions, and sales performance.
  • Stay informed about market trends, Forex trading strategies, and economic developments that could impact clients.
  • Work closely with other Relationship Managers and TL's to share insights, strategies, and best practices.
  • Provide feedback on the sales process and suggest improvements to enhance client satisfaction and efficiency.

What We Offer:

  • Attractive Annual Bonus
  • Competitive compensation and PF benefits
  • A vibrant, growth-focused work culture
  • Balanced working hours
  • Opportunities to grow within the fintech and edtech ecosystem
  • Work with a passionate team in a purpose-driven environment

What Were Looking For:

  • Bachelors degree in Finance, Business, Marketing, or related field.
  • 1+ years of experience in sales support, customer service, or relationship management.
  • Excellent communication and interpersonal skills.
  • Target-driven mindset with the ability to work under pressure.
  • Strong problem-solving abilities and emotional intelligence.
  • Background in fintech, finance, or education sector is a plus.
  • A team player with a proactive and client-first mindset.

Location

Hilite Business Park, Calicut, Kerala

FinQuo Versity is a dynamic and fast-growing e-learning platform dedicated to transforming financial education and professional development across India. Our mission is to empower learners with accessible, industry-relevant courses and practical knowledge delivered by experienced professionals and educators.

At FinQuo Versity, we combine technology, expertise, and innovation to create a learner- centric ecosystem that supports career growth and real-world skill-building. With a focus on excellence, our platform fosters a culture of continuous learning and collaboration.

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