Client Relationship Manager (Finance Analyst)

Job Role Overview

Client Relationship / Financial Operations Executive

(Professional \| Growth-Oriented \| Structured Role)

Company

Finwallet – A FinTech Company in Personal Finance Management

Madurai \| Work from Office

Working Address

2nd Floor, Parsn Samrudhi, Opposite Fatima College, Madurai – 18

About Finwallet

Finwallet is a fast-growing FinTech company focused on personal finance management, wealth planning, and long-term financial well-being. Since 2016, we have been supporting families in managing assets across Equity, Fixed Income, Real Estate, and Gold, with a strong emphasis on discipline, transparency, and goal-based financial planning.

We are building a strong core team of professionals who value ethics, continuous learning, and sustainable career growth.

Job Responsibilities

• Manage and engage with clients through virtual platforms

• Update and maintain monthly client budgets

• Perform detailed monthly budget analysis

• Conduct quarterly financial review meetings

• Carry out annual reviews of clients’ financial plans

• Coordinate with auditors to ensure timely income tax filing

• Identify gaps in client portfolios and recommend suitable improvements

• Provide prompt and professional responses to client queries

• Generate referrals from existing clients through relationship management

• Handle annual subscription renewals for assigned clients

Required Skills \& Competencies

• Fluent English communication (verbal and written)

• Strong team player with a collaborative mindset

• Excellent time-management and organisational skills

• Strong analytical, decision-making, and critical-thinking abilities

• Solution-oriented and proactive approach

• Proficiency in MS Excel and web-based tools

• Ability to work independently with an innovative mindset

Perks \& Benefits

Standard Benefits

• Official Laptop

• Official Mobile Phone

Additional Benefits

• Professional, non-sales job profile (no sales pressure)

• Virtual client meetings only (no field work)

• High long-term career growth potential

• Salary credited on the 1st of every month

• Attractive monthly performance-based incentives

• Salary appraisal every 6 months

• Skill development workshops and training programs

• Healthy work–life balance

• Positive and toxic-free work environment

• Clear and structured career progression path

• Opportunity to work in a high-growth FinTech industry

• Separate cabin

• No overtime culture

• Weekly off on Mondays

Job Type

Full-time

Pay

₹15,000.00 - ₹25,000.00 per month

Work Location

In person