Relationship Manager (Female)

About the Role

Relationship Manager

Key Responsibilities:

• Contact and follow up with leads assigned diligently to convert leads into active clients by effectively communicating the value proposition of the company's services.
• Assist new clients in the account creation process, ensuring all necessary documentation is completed accurately and promptly.
• Work towards achieving individual sales targets set by the Team lead.
• Address and resolve any client issues related to account management, trading, or service quality.
• Educate clients on market trends, trading strategies, and the features of the trading platform to help them make informed decisions.
• Maintain accurate and up-to-date records of all client interactions, transactions, and account activities.
• Provide regular updates and reports to the Team lead on lead status, client interactions, and sales performance.
• Stay informed about market trends, Forex trading strategies, and economic developments that could impact clients.
• Work closely with other Relationship Managers and TL's to share insights, strategies, and best practices.
• Provide feedback on the sales process and suggest improvements to enhance client satisfaction and efficiency.

What We Offer:

• Attractive Annual Bonus
• Competitive compensation and PF benefits
• A vibrant, growth-focused work culture
• Balanced working hours
• Opportunities to grow within the fintech and edtech ecosystem
• Work with a passionate team in a purpose-driven environment
  

What Were Looking For:

• Bachelors degree in Finance, Business, Marketing, or related field.
• 1+ years of experience in sales support, customer service, or relationship management.
• Excellent communication and interpersonal skills.
• Target-driven mindset with the ability to work under pressure.
• Strong problem-solving abilities and emotional intelligence.
• Background in fintech, finance, or education sector is a plus.
• A team player with a proactive and client-first mindset.

Location

Hilite Business Park, Calicut, Kerala

Finquo Versity is a dynamic and fast-growing e-learning platform dedicated to transforming financial education and professional development across India. Our mission is to empower learners with accessible, industry-relevant courses and practical knowledge delivered by experienced professionals and educators.

At Finquo Versity, we combine technology, expertise, and innovation to create a learner- centric ecosystem that supports career growth and real-world skill-building. With a focus on excellence, our platform fosters a culture of continuous learning and collaboration.