Relationship Officer

3 days ago

Tirunelveli, India Goodwill wealth management Pvt Ltd Full time

The Relationship Officer - Stock Broking is responsible for acquiring new clients, managing existing relationships, and providing investment advisory services related to equity, derivatives, and other financial products. The role focuses on growing the client base, achieving revenue targets, and delivering exceptional customer service within the stock broking environment.

**Key Responsibilities**:

- **Client Acquisition & Onboarding**:

- Identify and acquire potential retail and HNI clients interested in equity and trading products.
- Generate leads through cold calling, referrals, and market intelligence.
- Assist clients with account opening and KYC formalities.
- **Client Servicing & Relationship Management**:

- Maintain regular contact with clients to understand their financial goals and risk appetite.
- Offer timely market insights, research recommendations, and investment advice.
- Ensure high client retention and satisfaction through proactive service.
- **Sales & Revenue Generation**:

- Cross-sell and up-sell broking and investment products (mutual funds, IPOs, bonds, etc.).
- Meet or exceed monthly and quarterly sales and revenue targets.
- Drive volume and activity on client accounts.
- **Market Research & Advisory**:

- Stay updated with stock market trends, economic news, and regulatory changes.
- Provide trading and investment strategies based on market research.
- Educate clients on trading platforms, product offerings, and investment tools.
- **Compliance & Reporting**:

- Ensure adherence to all regulatory and internal compliance standards.
- Maintain accurate records of client communications and transactions.
- Prepare and submit reports on sales performance and market activity.

For more info
8012577742

**Job Types**: Full-time, Fresher

Pay: ₹12,500.00 - ₹25,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus
- Shift allowance

**Language**:

- English (preferred)

Work Location: In person

**Speak with the employer**
+91 8012577742

  • Relationship Officer Direct Sales

    2 weeks ago

    Tirunelveli, Tamil Nadu, India Muthoot Fincorp Limited Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    RELATIONSHIP OFFICER DIRECT SALES TIRUNELVELIIdentifying prospects, converts them to leads by explaining the features/terms and conditions and close the business. Adhere end to end process of sourced business – Sourcing, Document Completion, Booking etc Payment tracking of complete subscription till the end & dues collection. Ensure the allocated...

  • Relationship Officer

    3 days ago

    Tirunelveli, India Suryoday Small Finance Bank Ltd Full time

    * Product : Micro Home Loan - Male only preferred - Fresher or experience can apply Qualification : HSC or Degree - Must have two wheeler - Ready to work in field - Age limit - 20 to 31 years **Job Types**: Full-time, Fresher **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: - Performance bonus Ability...

  • Credit Officer

    1 day ago

    Tirunelveli, India Virutcham Microfinance Limited Full time

    **The roles and responsibility of a Credit Officer is furnished hereunder.** - CO shall directly report to Audit Manger. - CO shall have functional relationship with Branch Manager. - CO has to visit 100% all the clients in the morning and authenticate the CPV form filled by the Field Officer. - CO has to authenticate the KYC documents collected and sign the...

  • Relationship Manager

    3 weeks ago

    Tirunelveli, Tamil Nadu, India Insurance Dekho Full time

    Relationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Tirunelveli This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management With an experience range of 3-6 years the ideal candidate will be responsible for managing sales targets and fostering...

  • Relationship Manager

    1 week ago

    Kochi, Thiruvananthapuram, Tirunelveli, India Hdfc Sales Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company: HDFC Sales (Group company of HDFC bank)Designation: Sales Officer Department: Mortgages Role/Functional Area: Sales/Business DevelopmentExperience: 0.6 years to 5 yearsSalary: As per standards + depends on experience + monthly incentivesLocations: Kochi,Trivandrum, Tirunelveli, Kottayam, Calicut, Thrissur, Nagercoil, Tenkasi, Kollam, etcRoles &...

  • Front Office Manager

    1 week ago

    Tirunelveli, Tamil Nadu, India HOTEL BLUEMOON Full time ₹ 3,00,000 - ₹ 4,20,000 per year

    JOB SUMMARYResponsible for all front office functions and staff. Areas of responsibility include Bell Staff, Switchboard Operations, Guest Services/Front Desk as applicable. As a department head, directs and works with managers and employees to successfully execute all front office operations, including guest arrival and departure procedures. Strives to...

  • Sales Officer

    2 weeks ago

    Tirunelveli, India CODEGENIE SOLUTIONS Full time

    Conduct cold calls to prospective clients and set appointments. Qualify prospects as per sales plan, budget and decision making. Offer products and services to qualified clients through demos. Handle sales process from prospecting through close and understand process. Offer at Tradeshows and conferences and represent client professionally. Build and...

  • Quality Officer

    3 weeks ago

    Tirunelveli, India Britannia Industries Limited Full time

    Job Description Responsibilities - Maintain clear documentation scope & operating model. - Keep accurate documentation and perform statistical analysis. - Review software requirements and design documentation. - Design, implement, code, test, and maintain systems integration solutions for total system subsystems. - Work with local and international teams to...

  • Field Sales Executive

    4 weeks ago

    Tirunelveli, India Discoveries Quintessential Full time

    Turn Miles into Milestones Position: Territory Sales Officer / Field Relationship Manager Locations: Multiple States Across India About Us We are part of India’s growing education revolution — connecting schools, parents, and students through products that make learning simple, engaging, and joyful. Our team believes that strong relationships and...

  • Sales & Marketing Executive

    2 weeks ago

    Tirunelveli, India SSN HOTEL & CATERING WORLD PVT LTD Full time

    The Sales & Marketing Executive is responsible for promoting the company’s kitchen equipment and services, identifying new business opportunities, building customer relationships, and achieving sales targets. The role involves both field and office work to ensure continuous growth and brand visibility. **Job Types**: Full-time, Permanent Pay: From...