Senior Relationship Manager - FinTech

Company - CashRich is a venture-funded wealth-tech startup with 300,000+ users.

- The company was selected by the Government of Maharashtra, India as one of the top innovative fintech startups and awarded a financial grant.

- We are looking for a Relationship Manager to build and preserve trusting relationships with our customers.

- We'll rely on you to find ways to outperform our competition and maintain our company's positive image.

- To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers.

- We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills.

- Ultimately, you'll maintain strong relationships with our company's clients to boost our brand and profits in the long-run.

Responsibilities:

- Actively seek out new Sales opportunities for financial products

- Set up meetings with potential clients both in person and virtual

- Awareness of the latest fintech trends and opportunities

- Monitor financial market trends to ensure that clients are updated on important development

Skills- ( Mutual Fund Management is mandatory):

- Excellent Verbal and Written communication

- Prior experience in acquiring & selling financial products (MF, Insurance) to HNIs

- Natural flair for sales and investments

- Hands-on experience with CRM software would be an advantage