Relationship Officer

8 hours ago

Chandigarh Chandigarh, India Wealthvault research and analytics private limited Full time

**We're Hiring: Relationship Officer/Relation Manager**

Join our team as a RM/RO We are looking for someone with sound knowledge in wealth management/Financial market/Investment management.

**Eligibility requirements: MBA Graduated**

**Location: Chandigarh**
**Experience - 0-1 year**
**No. of Position: 3-4**
**Position: Relationship Officer/RM**

**Relationship Officer Roles & Responsibilities**
- Build and maintain relationships with clients, customers, and partners through regular communication and engagement activities.
- Understand client needs, preferences, and expectations to provide personalized service and support.
- Meet sales targets and performance metrics, such as revenue goals, client satisfaction ratings, and retention rates.
- Keep updated on industry trends, market developments, and competitor activities to identify opportunities and challenges.
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.
- Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls
- Resolution of queries for all managed clients within TAT specified.
- Use financial acumen and investment expertise to review a client’s personal data, align clients need through superior service, and seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals.

Generate 2x revenue of salary per month for the company from set of wealth products (Stocks/MF/AIF/PMS/Insurance/Global offerings/Etc) and ensure no mis-selling complaints.

Note: Grab the opportunity asap till the position will closed.

Pay: ₹25,000.00 - ₹35,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Commuter assistance
- Health insurance
- Paid time off

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Ability to commute/relocate:

- Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):

- Have you pursued or pursuing your MBA in finance?

**Education**:

- Master's (preferred)

**Experience**:

- total work: 1 year (preferred)

**Language**:

- English (preferred)

**Location**:

- Chandigarh, Chandigarh (preferred)

Work Location: In person

**Speak with the employer**
+91 8146699949

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