Customer Relationship Officer

2 days ago


Lucknow Uttar Pradesh, 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.

Pay: From ₹12,000.00 per month

**Benefits**:

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

Application Deadline: 14/09/2025
Expected Start Date: 15/09/2025



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