Client Relationship Officer

1 month ago


Hubli, India SUKHANIDHI INVESTMENT ADVISORS Full time

**Key Responsibilities**:

- You will be responsible for primarily selling Equity based investment products and building an advisory book.
- Responsible for identifying customer needs, assessing their risk appetite and should assist clients in their financial endeavours.
- Responsible for achieving targets as assigned by the organization on a monthly basis
- Making sound marketing strategies for a potential client’s acquisition and retention.
- Conduct in-person meetings, phone, video calls with potential investors.
- Delivering inspiring sales presentations to convert prospects to successful sales and Organizing Marketing Campaigns in all formats.
- Liaising with internal departments to ensure client needs are fulfilled effectively.
- Provide regular updates to the immediate superior as and when required.

**What we need**:

- Passionate about the stock market.
- Graduate / Post graduate 1- 3 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.
- Should have good communication & presentation skills.
- Pleasing and positive attitude.
- Should be a self-starter, proactive & target oriented.
- Relationship building skills

**What we can provide**:

- A remuneration that is competitive.
- Performance Bonus
- A fantastic working atmosphere with lots of flexibility.
- Peer-to-peer learning from a bright and motivated team.

**Location**: Hubballi and Bengaluru, Karnataka

**Salary**: ₹10,000.00 - ₹35,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Hubli, Karnataka: Reliably commute or planning to relocate before starting work (required)


  • Relationship Officer

    4 weeks ago


    Hubli, India Chaitanya HR Consultancy Full time

    ***: Should have good field sales experience Preferably should be a localite. Real estate people will be considered. **Key Skills**: **More Information**: - **Salary Offer **33000 - **Min. Experience **2 - **Max. Experience **4 - **Annual Pay Package **400000 - **Qualification **Any Graduate


  • Hubli, India Talent Zone Consultants Full time

    Roles& Duties Managing relationships with customers Identifying and communicating customer needs Ensuring customer satisfaction Resolving customer issues and concerns Developing and implementing marketing strategies to grow the customer base Setting customer expectations and revenue goals Identifying customer demands and requirements Required skills -...


  • Hubli, India Muthoot Finance Full time

    Handling Walk-ins Enquires & Supporting Customers at Branch for KYC & Documentation up keeping - Customer services & Orientation - In-house Cross sell of canvas of products(Only Inside Branch) - Interest collection calling & Informing need updated on callings to Existing Customers & Few Backend work at Branch - Prospecting and identifying new leads and...


  • Hubli, India Muthoot Finance Full time

    Handling Walk-ins Enquires & Supporting Customers at Branch for KYC & Documentation up keeping - Customer services & Orientation - In-house Cross sell of canvas of products(Only Inside Branch) - Interest collection calling & Informing need updated on callings to Existing Customers & Few Backend work at Branch - Prospecting and identifying new leads and...


  • Hubli, India SUKHANIDHI INVESTMENT ADVISORS Full time

    **Key Responsibilities**: - You will be responsible for primarily selling Equity based investment products and building an advisory book. - Responsible for identifying customer needs, assessing their risk appetite and should assist clients in their financial endeavours. - Responsible for achieving targets as assigned by the organization on a monthly basis -...

  • Area Sales Officer

    4 weeks ago


    Hubli, India THE INDIAN MINERAL COMPANY Full time

    **Roles & Responsibilities**: Creating new leads. Sales targets are met or exceeded. All contracts with potential clients are negotiated. assisting in the development of pricing schedules for quotations, promotions, and negotiations Reporting on a weekly and monthly basis. Making sales presentations to a variety of potential customers. Bringing sales and...


  • Hubli, India Suryoday Small Finance Bank Ltd Full time

    1.Sales and Collection 2.Group Loans **Job Types**: Full-time, Regular / Permanent, Fresher **Salary**: ₹16,800.00 - ₹16,850.00 per month **Benefits**: - Cell phone reimbursement - Health insurance - Life insurance - Provident Fund Schedule: - Day shift Ability to commute/relocate: - Hubli, Karnataka: Reliably commute or planning to relocate...


  • Hubli, India Quick Advisory Digital Full time

    Roles & Responsibilities: Understand customer needs and requirements. Route qualified opportunities to the appropriate sales executives for further development and closure. Research accounts, identify key players and generate interest. Maintain and expand your database of prospects within your assigned territory Team with channel partners to build...

  • Accounts Officer

    1 month ago


    Hubli, India SST STEEL CORPORATION Full time

    **Account Officer Responsibilities**: - Maintaining financial records. - Handling accounts payable and receivable. - Checking invoices. - Resolving accounts to the general ledger. - Contacting clients about transactions and invoices. - Handling queries related to accounts. **Account Officer Requirements**: - High School Diploma. - Proven work experience...

  • Office Assistant

    1 month ago


    Hubli, India Talent Zone Consultants Full time

    To organize daily Schedules, appointments & Meetings. Taking charge of tasks with loyalty towards the organization with full responsibility for the completion of the tasks. Preparing financial statements, reports, memos, invoices letters, and other documents. Answering phones and routing calls to the correct person or taking messages. Handling basic...

  • Front Office

    1 month ago


    Hubli, India V K Infra Full time

    Receptionist Responsibilities: Qualification: Graduate with good command of English and presentable. Joining: Immediate. Experience : 2 - 3 yrs (mandatory) Location: Deshpande Nagar (HUBLI) **Job Description**: - Greet clients and visitors with a positive, helpful attitude. - Assisting clients in finding their way around the office. - Announcing clients...


  • Hubli, India Connect In Jobs Global Full time

    Life insurance sales through assigned Bank Branches. Handling a team of on-roll managers. Coordinating between Bank and company from Lead generation to policy conversion. Follow up with Operations and Training the Lead Generators of Banks. To build mutually beneficial relationships with Bank and help in acquisition of clients. Customer Requirement...


  • Hubli, India SUPRIYA PROTOTECH Full time

    Act as a point of contact between customers and companies - Responding to customer queries and solving them to help them make a purchase - Providing detailed and accurate quotations with the help of internal managers - Maintaining sales records, releasing sales order and updating it in the CRM system - Internal communication with other teams like purchase,...

  • Personal Banker

    1 month ago


    Hubli, India DBS Bank Full time

    Key Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Responsibilities: - Acquiring new accounts (Current and Savings) from branch catchment area - Quality sourcing...

  • Personal Banker

    1 month ago


    Hubli, India DBS Bank Full time

    Key Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Responsibilities: - Acquiring new accounts (Current and Savings) from branch catchment area - Quality sourcing...

  • Feild Executive

    8 hours ago


    Hubli, India Neo weds Full time

    Field Sales Executive Job Responsibilities: Field sales officer is the face of the company, as he is the only one who represents the organization in front of the prospective clients. Responsibilities of field sales representatives are: - Target and gain new clients for business growth. - Generate reports for effective marketing and sales planning. -...


  • Hubli, India PSN Automobiles Full time

    A field sales executive **travel to locations to advocate supply of products to the customers they have targeted and the ones who they are already dealing with**. It also involves operating outside their offices pitching potential clients and to maximise the company's sales of their products and services. - Should be competitive and confident. - Should be...


  • Hubli, India PSN Automobiles Full time

    A field sales executive **travel to locations to advocate supply of products to the customers they have targeted and the ones who they are already dealing with**. It also involves operating outside their offices pitching potential clients and to maximise the company's sales of their products and services. - Should be competitive and confident. - Should be...

  • Amc Sales

    1 month ago


    Hubli, India Numeric Power Systems Limited Full time

    About The Company Numeric, which is headquartered in Chennai has an experience of 35 years in the field of UPS and Power Electronics. It has a pan India presence with 27 Sales Offices. It has the largest service network in India consisting of 254 service centers and more than 900 trained technicians. Numeric, is one of the top 3 UPS manufacturers in India....

  • Sales Officer

    5 days ago


    Hubli, India Vayana networks Full time

    Hi immediately looking for SO with min 5+ years of FMCG GT Channel sales experience for BNFL company. Location: Hubli **Job Description**: - Managing Distributors across cities to deliver on loan targets in terms of the number of customers applied, on-board, sales etc - Coordinate with the merchant sales team to be able to create leads - Resolve the...