Financial Coach (Relationship Manager)
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Job Description
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.
- 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
- 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
Key Requirements & Skills
- 2–4 years of
experience
in Mutual Fund and Insurance sales
- 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
Benefits & Perks
Competitive Salary + Attractive Incentives Group Health Insurance Gratuity ️ Leave Encashment
Frequently Asked Questions
How to apply for Financial Coach (Relationship Manager) at JRG Financial Services?
Click the "Apply via CareerScan" button on this page.
What is the salary for this role?
Salary details will be discussed during the interview.
What experience is required?
Senior of experience is required.
Is this position still open?
Yes, currently active and accepting applications.
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Financial Coach (Relationship Manager)
JRG Financial Services · Gurgaon