Relationship Officer

7 days ago

Bengaluru, India Concept Management Full time

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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