Relationship Officer

4 days ago


Chandigarh, India Wealth Vault Research and Analytics Pvt. Ltd Full time
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 clients 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

M.B.A/PGDM

Role

Relationship Officer

Industry Type

Banking / Financial Services / Stock Broking

Gender

( Male / Female )

Job Country

India

Type of Job

Full Time

Work Location Type

Work from Office



  • Chandigarh, Chandigarh, India Wealthvault research and analytics private limited Full time

    **We're Hiring: Relationship Officer** Join our team as a RO! We are looking for someone with sound knowledge in wealth management/Financial market/Investment management. **Eligibility requirements: MBA Finance & Marketing Graduated** **Location: Chandigarh** **Experience - 0-1 year** **No. of Position: 2** **Position: Relationship...


  • Chandigarh, India Kuber financial services pvt ltd Full time

    **Relationship officer** **Requisite** Qualification: Graduate/Undergraduate Experience: Fresher Own Bike with Licensee Location: Chandigarh /Zirakpur **Roles and responsibilities** - Generate new customer leads through various channels - Proactively identify sales prospects and conduct business development activities - Follow up on new leads and...


  • Chandigarh, India Kuber financial services pvt ltd Full time

    **Relationship officer** **Requisite** Qualification: 12th Pass Experience: Fresher Own Bike with Licensee Location: Chandigarh /Zirakpur **Roles and responsibilities** - Generate new customer leads through various channels - Proactively identify sales prospects and conduct business development activities - Follow up on new leads and referrals to...


  • Chandigarh, India WealthVault Research and Analytics Pvt. Ltd Full time

    Job Title Senior Relationship Officer-Wealth Experience Required 2-5 Years Location Chandigarh Job Type Full-Time Industry Financial Services Wealth Management Role Overview We are seeking a motivated and client-focused Wealth Manager with 2-5 years of experience in the financial services industry You will be responsible for managing client portfolios...


  • Chandigarh, Chandigarh, India English Wizard Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Job Title: Senior Relationship OfficerExperience Required: 2–5 YearsLocation: Chandigarh (Candidates from Chandigarh , Punjab, Haryana, or Himachal preferred)Job Type: Full-TimeIndustry: Financial Services / Wealth ManagementSalary Range: ₹4–8 LPA (Fixed) + Performance-Based VariableNotice Period: Maximum 1 MonthAbout the RoleWe are hiring a...


  • Chandigarh, India English Wizard Full time

    Job Title: Senior Relationship Officer Experience Required: 2–5 Years Location: Chandigarh (Candidates from Chandigarh , Punjab, Haryana, or Himachal preferred) Job Type: Full-Time Industry: Financial Services / Wealth Management Salary Range: ₹4–8 LPA (Fixed) + Performance-Based Variable Notice Period: Maximum 1 Month About the Role We are...


  • Chandigarh, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Merchant Services-ME Relationship Officer - Retail RO **Office Location**: SECTOR 32 D MARKET Chandigarh (Branch) **Position description**: Merchant Services-ME Relationship Officer - Retail RO **Primary Responsibilities**: - Relationship Officer will be responsible for ensuring engagement &...


  • Chandigarh, Chandigarh, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Merchant Services-ME Relationship Officer - Key RO **Office Location**: CHANDIGARH SECTOR 40 Chandigarh (Branch) **Position description**: Merchant Services-ME Relationship Officer - Key RO **Primary Responsibilities**: - Relationship Officer will be responsible for ensuring engagement & Visitation...


  • Chandigarh, India DIFSO Financial Private Limited Full time

    Job Title: Field Sales OfficerSkills: Field Sales, Sales, LoansKey Responsibilities* Identify, qualify, and develop new sales leads through various channels, including cold calling, networking, and industry events.* Understand customer needs and tailor sales pitches accordingly.* Negotiate and close deals, ensuring customer satisfaction and profitable...


  • Chandigarh, Chandigarh, India P.P. Jewellers Full time

    Greet and welcome customers to the jewellery store in a friendly and professional manner. Assist customers in their jewellery selection by providing product information, explaining features and benefits, and suggesting suitable options based on their preferences. Build strong customer relationships by providing exceptional service and personalized attention...