Financial Coach (Relationship Manager)

The Financial Coach will focus on business development, client relationships management, and guiding customers toward the right financial solutions. This role offers an excellent opportunity to grow in the financial services sector. While helping clients achieve their financial goals.

• Acquire new clients for mutual fund and insurance products
• Conduct financial needs analysis and offer suitable solutions
• Build and maintain long-term client relationships
• Stay updated with market trends and product knowledge
• Ensure compliance with company policies and regulations

Requirements

• 2–4 years of experience in Mutual Fund and Insurance sales

• Strong understanding of financial products

• Excellent communication and interpersonal skills

• Proven track record in client acquisition

• Bachelor's degree in any discipline

Benefits

• Competitive Salary + Attractive Incentives
• Group Health Insurance
• Gratuity
• ️ Leave Encashment