Hiring for Relationship Officer

20 hours ago


Surat, India Prompt Personnel Pvt Ltd Full time

1. Managing a portfolio of 800-900 customers
2. Engage with these customers (via digital medium and physical meetings) to increase the Relationship Value
3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans
Basic Requirements:
1. Minimum 2-3 years of Sales Experience/ Key Account Management
2. Good Communication skills
3. Basic Excel knowledge and ability to perform non-complex data analysis
4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnext
Preferred Profiles:
1) Previous experience as a Relationship Manager in Banking or Insurance Sales ( Life or General) or Securities Sales or other financial products sales

**Salary**: ₹500,000.00 per year

Schedule:

- Day shift

**Experience**:

- total work: 2 years (preferred)



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