Financial Coach (Relationship Manager)

JRG Financial Services Pvt. Ltd.; Gurgaon; On-site; INR 300,000 - 600,000; Full time

Job summary

JRG Financial Services Pvt. Ltd. is seeking a Financial Coach to drive business development and nurture client relationships. You will guide customers toward suitable mutual fund and insurance solutions and ensure regulatory compliance.

The role emphasizes building long-term client connections, staying updated on market trends, and delivering tailored financial advice. Bachelor's degree required with 2–4 years in sales.

Qualifications

• 2–4 years of experience in Mutual Fund and Insurance sales.
• Strong understanding of financial products.
• Proven track record in client acquisition.

Responsibilities

• 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

Skills

Communication skills

Interpersonal skills

Financial product knowledge

Education

Bachelor's degree

Job description

JRG Financial Services Pvt. Ltd. | Full time

The Financial Coach will focus on business development, client relationship 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
• Strong understanding of financial products
• Excellent communication and interpersonal skills
• Proven track record in client acquisition
• Bachelor’s degree in any discipline