Relationship Officer
2 months ago
Responsible of getting Clients, Account Opening Demat Trading (Offline & Online).
- Up Selling third party products & wealth products - LI, HI, MF, PMS & AIF.
- Generating Leads by cold calling on Database & initiating open market sales activities.
- Documenting records of all mapped customers portfolio & client Visitors.
- Achieving growth and hitting sales targets.
- End to End Customer relationship management.
- Safeguarding all systems are working fine and as per compliance.
- Act as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring exceptional customer service.
- Understand clients' needs, expectations, existing portfolio, risk profile and financial bandwidth.
- Stay informed about industry trends, market conditions, and financial regulations to provide accurate and up-to-date information to client.
Pay: ₹200,000.00 - ₹600,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
- Customer service: 1 year (preferred)
**Language**:
- English (preferred)
Work Location: In person
**Speak with the employer**
+91 8956854408
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