
Relationship Officer
2 weeks ago
Hi,
Position - Relationship Officer
Qualification - Any Graduate
Experience - 2 to 5 Year (Sales)
Package - 3 to 5 LPA+TA+Incentives
Location - Bangalore
Industry - Banking/Fintech/Financially services
**Job Description_**
Relationship Managers (RM) are **mapped to Clients to service, manage and deepen client relationships**. The RM is responsible for managing the entire Banking and Financial needs of the customer as a Single Point of Contact from the Bank.
- Managing clients' investment portfolios to ensure financial success
- Discussing major financial goals of clients to better understand their objectives
- Updating clients and customers on their portfolio activity and success
- Maintaining strong relationships with clients to build trust
- Proactively seeking new clients for the bank
- Developing presentations for new clients to help them understand how the bank can help them
- Conducting risk assessments on investment options and reporting them to the client
- Ensuring they follow strict banking policies and protocols
Regards
Shweta
+91-XXXXXXXXXX
**Salary**: ₹25,000.00 - ₹40,000.00 per month
Schedule:
- Day shift
Supplemental Pay:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- B2B sales: 1 year (preferred)
- B2B Marketing: 2 years (preferred)
**Language**:
- English (preferred)
**Speak with the employer**
+91
+91-XXXXXXXXXX
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