Relationship Officer

1 week ago


Jaipur, Rajasthan, India Motilal Oswal Financial Services Ltd Full time

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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