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Job Description :

We are looking for a Client Relations Manager to create and nurture long-term relationships with financial customers. You will resolve any issues that arise to ensure customers are satisfied with our services. In this role, you should be an excellent communicator who’s able to grasp customer needs and brainstorm ways to fulfill them. If you also have a background in customer service and knowledge of our industry, we’d like to meet you. Your goal will be to help us safeguard our revenue and retain our customers. We provide supplemental pay types: Performance bonus.
Share your CV on hr.mallika@investspherewealth.com

Location : Thane

Post Date : 01 Mar 2024

Salary : 3 - 6 LPA

Experience Required : 2 - 4 Yrs

Skills : Accounting, Mutual Funds, Loans, Equity Market

Openings : 3

Roles & Responsibilities :

• Meet clients, understand their needs, and handhold them through the process of investments.
• Involved in handling clients, taking follow-ups, generating the lead.
• Responsible for selling Mutual Funds, Insurance, Loans, etc
• Developing long-term client relationships
• Coordinate with the internal teams to execute and close deals seamlessly.
• Meet monthly sales targets through effective sales techniques
• Knowledge of banking products and processes.
• Good interpersonal and communication skills.

Job Description :

We are looking for a skilled financial analyst to join our team. Responsibilities include financial modeling, data analysis, and report generation.

Location : Pune

Post Date : 10 Mar 2024

Salary : 2 - 5 LPA

Experience Required : 1 - 5 Yrs

Skills : Market Research

Openings : 1

Roles & Responsibilities :

• Conduct financial modeling and analysis.
• Analyze financial data and trends to provide insights.
• Generate reports and presentations for stakeholders.
• Collaborate with teams to develop strategic financial plans.
• Stay updated with industry trends and regulations.