Relationship Officer

3 days ago

Udaipur, India Cognus technology Full time

**Responsibilities**:
Client Acquisitions

Attend leads, understand profile of client and their needs to convert them into investments.

Give recommendation of mutual funds or portfolios to the clients as per their investment objectives.

Analyze and Manage client’s portfolios.

Build and maintain the client base.

Client Support

Understand their queries and provide the right solution in the given time.

Coordinating with the other departments like Operations, Tech and Research Team.

**Skills**:
Knowledge of Mutual Funds and Financial markets

Good Interpersonal & Convincing Skills

Good verbal and written communication skills in English

Experience

1-2 yrs of experience in finance industry

Competitive freshers are allowed

**Job Types**: Full-time, Regular / Permanent, Fresher

**Salary**: ₹16,000.00 - ₹21,000.00 per month

Schedule:

- Flexible shift

Ability to commute/relocate:

- Udaipur, Rajasthan: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- Customer service: 1 year (preferred)

**Language**:

- English (preferred)

**Speak with the employer**
+91 8306107771

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