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Relationship Officer

Relationship Officer

Motilal Oswal Financial Services LtdJaipur, Rajasthan, India
30+ days ago
Job description

We are looking for an earnest Relationship Officer to initiate and nurture steady, mutually beneficial relationships with our clients. As a relationship executive, you should maintain contact with clients, work to understand their needs, and then advise them on which of our offerings could best support their objectives.

Responsibilities :

  • Meeting with potential clients to gauge the utility and viability of prospective working relationships.
  • Ensuring regular contact with existing clients to maintain our company's presence.
  • Repairing disengaged or fractured relationships.
  • Conducting in-depth needs assessments to better understand each client's requirements.
  • Identifying a range of our offerings that could meet the goals and values of each client.
  • Proposing and deliberating potential solutions in consultation with clients.
  • Prompting clients to upgrade their existing packages and to purchase additional offerings.
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Relationship Officer • Jaipur, Rajasthan, India