Relationship Officer

4 days ago

Delhi Delhi, India Planyourworld Training Academy Private Limited Full time

**Position: Relationship Officer**

**Location: Delhi/Gurugram/Noida/Gaziabad and Faridabad**

**Experience Required: 6 months - 3 years**

**Qualification: Graduate**

Job Summary:
Key Responsibilities:

- Identify and acquire new clients through field sales and direct marketing.
- Understand customers’ financial training needs.
- Achieve monthly and quarterly sales targets as assigned by the organization.
- Maintain strong relationships with existing clients.
- Conduct financial awareness meetings, client presentations, and product demos.
- Ensure compliance with company policies, processes, and regulatory guidelines.
- Provide after-sales service and support to ensure customer satisfaction.

Key Skills Required:

- Strong communication and interpersonal skills.
- Persuasive selling ability and negotiation skills.
- Basic knowledge of financial products (insurance, mutual funds, retirement, etc.).
- Goal-oriented and self-motivated.
- Ability to work independently as well as in a team
- Valid driver’s license with owned 2 wheeler and willingness to travel extensively.
- Must be based in Delhi/NCR for last 2 years

Pay: Up to ₹35,000.00 per month

Work Location: In person

**Speak with the employer**
+91 9205966673

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