Relationship Officer

4 weeks 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, 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 DIFSO FINANCIAL PRIVATE LIMITED Full time

    Looking for Relationship (Sales) Officer in fresher or experience Male or female both can apply Own vehicle is must Age 24 to 35 Graduate, or higher education must Good communication skills and knowledge of sales must **Job Types**: Full-time, Permanent, Fresher Pay: From ₹11,000.00 per month **Benefits**: - Cell phone reimbursement - Health...

  • Relationship Officer

    2 weeks ago


    Chandigarh, India MNR Solutions Private Limited Full time

    **Purpose of the Admission Officer role**: Admission officer is responsible for lead generation through variety of marketing activities resulting in counselling and enrolling the students. **As an Admission officer, you are expected to**: 1. Generate admissions by maintaining a continuous influx of data by conducting “Above The Line” (ATL) & “Below...


  • Chandigarh, India Ceorra Technologies Private Limited Full time

    Firstly, Maintain and Develop Good Relationship with Customers Through Personal Contact or Meetings or Via Telephone Etc. - Must Act as a Bridge Between the Company and Its Current Market and Future Markets nearby Local Location. - Display Efficiency in Gathering Market and Customer Info to Enable Negotiations Regarding Variations in Prices, Delivery and...

  • Relationship Officer

    4 weeks ago


    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 WealthVault Research and Analytics Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Title: Senior Relationship Officer-WealthExperience Required: 2–5 YearsLocation: ChandigarhJob Type: Full-TimeIndustry: Financial Services / Wealth ManagementRole OverviewWe 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, India Meena Bazaar Full time

    1-2 Years experience in Customer service and Customer Relationship Management - Preferably in Retails sales of Garments **Salary**: ₹15,000.00 - ₹20,000.00 per month Shift: - Day shift Supplemental pay types: - Commission pay **Education**: - Higher Secondary(12th Pass) (preferred) **Experience**: - Ladies ethnic Wear Sales: 1 year...


  • Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time

    Sky Phygital - Relationship Manager-Sky Channel-Phygital As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank's Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across...


  • Chandigarh, India TMI Group IN Full time

    **Job Information**: - Salary - **₹ 1000000 - 1500000**- No. of Openings - **1 opening**- Required Skills: - **corporate sales,relationship management,sales,relationship building**- Job Experience: - **10 - 15 years**- Job Qualifications - **Bachelor's Degree** **The purpose of this job is to achieve Institutional sales targets in the Key (Fund size is...


  • Chandigarh, Chandigarh, India Wings Gloabal Immigration Pvt. Ltd. Full time ₹ 3,60,000 - ₹ 7,20,000 per year

    Company Overview:WINGS GLOBAL IMMIGRATION Pvt. Ltd. is a trusted leader in the immigration industry, offering end-to-end immigration solutions to individuals, families, and businesses. Our services range from visa applications and immigration consulting to legal assistance and relocation support. With a strong commitment to professionalism and care, we...