Finnobuddy, Client Relationship

About the Role

The Finnobuddy – Client Relationship role is a full-time, on-site position at Finnovators Services Pvt Ltd.

Key Responsibilities

• Engage directly with clients.
• Respond to client queries.
• Provide product information on mutual funds and related financial services.
• Guide clients through onboarding and transactional processes.
• Maintain regular communication with clients.
• Ensure high levels of customer satisfaction.
• Document client interactions.
• Escalate complex issues when needed.
• Support client education initiatives.
• Help clients understand investment options.
• Collaborate with internal teams to improve service quality and client retention.
• Perform consistent follow-up.
• Manage client relationships proactively.
• Adhere to regulatory and organizational service standards.

Requirements & Tech Stack

• Proficiency in standard office and CRM tools.

Qualifications

• Strong customer-facing skills, including Customer Service and Customer Support, with a focus on building long-term client relationships.
• Ability to drive Customer Satisfaction through timely resolution of issues and proactive client engagement.
• Excellent Communication skills, both verbal and written, for explaining financial concepts clearly and professionally.
• Solid Analytical Skills to understand client needs, assess investment options, and interpret basic financial data.
• Comfort working in an on-site, client-centric environment in the Pune Division, with a collaborative and ethical approach.
• Basic understanding of mutual funds or willingness to learn.
• Interest in personal finance and investment products.
• Relevant education in finance, commerce, business, or a related field is preferred.
• Ability to manage multiple client interactions.
• Ability to prioritize tasks.
• Ability to maintain accuracy and confidentiality in all operations.