Relationship Officer

Relationship Officer Roles & Responsibilities

€¢ Build and maintain relationships with clients, customers, and partners through regular communication and engagement activities.

€¢ Understand client needs, preferences, and expectations to provide personalized service and support.

€¢ Meet sales targets and performance metrics, such as revenue goals, client satisfaction ratings, and retention rates.

€¢ Keep updated on industry trends, market developments, and competitor activities to identify opportunities and challenges.

€¢ Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.

€¢ Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls

€¢ Resolution of queries for all managed clients within TAT specified.

€¢ Use financial acumen and investment expertise to review a client€™s personal data, align clients need through superior service, and seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals.

€¢ Generate 2x revenue of salary per month for the company from set of wealth products (Stocks/MF/AIF/PMS/Insurance/Global offerings/Etc) and ensure no mis-selling complaints.

Typical Duties Include

€¢ Managing portfolio of assigned clients.

€¢ Understanding client priorities, challenges, and objectives.

€¢ Communicating product/service offerings and capabilities.

€¢ Making recommendations to address client needs.

€¢ Sharing client feedback with internal teams.

€¢ Proactively identifying business opportunities with new and existing clients.

€¢ Preparing quotes, proposals, and requests for renewals/expansions.

€¢ To acquire new HNI wealth clients for the company

• Experience

  0 - 1 Years

• No. of Openings

  4

• Education

  Post Graduate (M.B.A/PGDM)

• Role

  Relationship Officer

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office