Relationship Officer

3 days ago


Mohali, India PAB consultants pvt ltd Full time

**Roles and Responsibilities**:

- Responsible for client management, enhancing and upgrading the relationships and revenue generation
- Business development through the acquisition of high net-worth clients and / or partners
- Identifying client needs and assessing their risk appetite
- Profiling clients and provide financial products to meet client needs
- Constantly look at generating leads from existing clients to acquire new client
- Retaining clients by providing the highest level of service
- Providing financial planning and investment advice
- Responsible to generate brokerage primarily through advising clients on their portfolio for long term as well as short term investments.
- Responsible to ensure all activities are in adherence as per compliance & risk.

**Experience : 1 yr**
**Salary : up to 15k/month**
**Location : Zirakpur,Punjab**
**Day shift**
**Work from Office**
**Interested can share their resume at**
**Call(whatsapp):
+91-XXXXXXXXXX
**Salary**: ₹10,000.00 - ₹15,000.00 per month

Schedule:

- Day shift


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