Relationship Officer

Key Responsibilities :

• Client Acquisition and Management
• Acquire new HNI clients and facilitate Demat and Trading account opening (online / offline).
• Build and maintain strong client relationships.
• Product Sales and Upselling
• Promote products like Life Insurance, Health Insurance, Mutual Funds, PMS, and AIF to clients.
• Lead Generation
• Generate leads through cold calls and open market activities.
• Portfolio Management
• Keep accurate records of client portfolios and interactions.
• Sales Targets
• Achieve assigned sales targets and contribute to business growth.
• Customer Support
• Manage client queries, resolve issues, and deliver excellent customer service.
• Compliance
• Ensure systems and processes comply with all regulatory requirements.

Skills :

Join us to help HNI clients achieve their financial goals with personalized solutions and outstanding service!

Skills Required

Financial Services, Banking, Customer Service, Networking, Client Relationship