Customer Relationship Officer

5 days ago

Lucknow, India prime trade solutions private limited Full time
  • Identify, acquire, and onboard new clients for broking and investment services.
  • Achieve monthly and quarterly targets for client acquisition and revenue generation.
  • Build and maintain strong, long-term client relationships by offering quality service and support.
  • Handle customer queries, provide investment-related information, and guide them through account opening/trading processes.
  • Cross-sell and upsell company products and services (Demat, trading accounts, investment products, etc.).
  • Ensure excellent customer experience with professional etiquette and problem-solving skills.
  • Track market trends, generate leads, and explore new business opportunities.
  • Prepare reports on client interactions, acquisitions, and revenue performance for management.

Job Type: Full-time

Pay: ₹12, ₹22,000.00 per month

Benefits:

  • Health insurance
  • Life insurance
  • Paid sick time
  • Paid time off
  • Provident Fund

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