Relationship Officer

Job Description

Experience - Fresher and Experienced both can apply. Any Sales professional can apply for this job.

Location - Chandigarh

Required Skills & Qualifications-

• Bachelor's degree in Finance, Commerce, or related fields (MBA in Finance or CFP certification is a plus).
• Prefer Minimum 1-5 years of experience in Banking sales, wealth management, investment advisory, or mutual fund sales. However Freshers are also welcome.
• Strong knowledge of mutual funds, SIPs, insurance, and other financial products.
• Excellent communication, relationship management, and sales skills.
• Proficiency in financial planning tools and CRM software.
• Ability to work independently and achieve business growth targets.

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