Financial Relationship Manager

Job Description

We are seeking a skilled Financial Relationship Manager to join our team. The successful candidate will be responsible for managing relationships with investors and stakeholders through exceptional communication and problem-solving skills.

Key Responsibilities :

• Handle inbound and outbound voice calls with professionalism and empathy.
• Educate investors about company products, investment processes, and policies.
• Resolve investor queries related to accounts, investments, transactions, or onboarding.
• Guide investors through app / website processes (KYC, investment execution, etc.).
• Coordinate with internal teams (operations, product, compliance) for issue resolution.
• Ensure accurate documentation and maintain call records.
• Build trust and long-term relationships with investors by providing clear, transparent, and timely communication.

Requirements :

Benefits