Relationship Officer

PAB Consultants Pvt Ltd

Roles and Responsibilities :

Responsible for client management, enhancing and upgrading the relationships and revenue generation

Business development through the acquisition of high net-worth clients and / or partners

Identifying client needs and assessing their risk appetite

Profiling clients and provide financial products to meet client needs

Constantly look at generating leads from existing clients to acquire new client

Retaining clients by providing the highest level of service

Providing financial planning and investment advice

Responsible to generate brokerage primarily through advising clients on their portfolio for long term as well as short term investments.

Responsible to ensure all activities are in adherence as per compliance & risk.

Experience : 1 yr

Salary : up to 15k/month

Location : Zirakpur,Punjab

Day shift

Work from Office

Interested can share their resume at

Experience : 0 - 1 Years

No. of Openings : 5

Education : Any Bachelor Degree

Role : Relationship Officer

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India