Customer Relationship Officer

8 hours ago


Lucknow Uttar Pradesh, India Prime Trade Solutions Private Limited Full time

Bajaj Broking is a SEBI-registered stockbroking firm offering trading, demat, and investment services. **Prime Trade Solutions Pvt. Ltd. is an Authorized Person (AP) of Bajaj Broking, meaning it is officially appointed to represent Bajaj Broking locally.**The AP handles client onboarding, trading support, customer service, and business development while following all compliance and regulations set by Bajaj Broking and SEBI.

**1. Client Acquisition & Onboarding**
- Identify, approach, and acquire potential clients interested in trading and investment products.
- Assist new clients with account opening processes such as **Demat & Trading account setup**.
- Ensure smooth onboarding by explaining firm’s services, platforms, and policies.

**2. Client Relationship Management**
- Build and maintain **long-term relationships** with existing clients.
- Act as the **single point of contact** for clients to address all queries and concerns.

**3. Trade Facilitation & Advisory**
- Guide clients on **how to use trading platforms** (mobile app/web portal).
- Provide basic information on market trends, stock quotes, and investment options.
- Support clients in executing buy/sell orders as per their requirements.

**4. Cross-Selling & Revenue Generation**
- Promote **investment products** like mutual funds, IPOs, bonds, insurance, etc.
- Achieve monthly/quarterly targets for **broking turnover** and **revenue growth**.
- Identify opportunities for **upselling and cross-selling** to increase business volume.

**5. Customer Support & Issue Resolution**
- Assist clients with account-related issues like **KYC updates, margin requirements, fund transfers**, etc.
- Resolve trade execution problems or platform-related concerns quickly.
- Ensure **high customer satisfaction** by delivering prompt support.

**6. Compliance & Risk Management**
- Ensure all client transactions comply with **SEBI and Exchange regulations**.
- Maintain records of **client interactions, KYC documents, and trade confirmations**.
- Identify and flag any unusual trading patterns or risks.

**7. Reporting & Feedback**
- Prepare and submit **daily/weekly reports** on client interactions and trading volumes.
- Share market insights and client feedback with the management team.
- Suggest strategies to **improve client experience** and **enhance trading activity**.

Pay: ₹15,000.00 - ₹35,000.00 per month

**Benefits**:

- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund

Work Location: In person



  • Lucknow, Uttar Pradesh, India Global roots Technology Pvt. Ltd Full time

    **Designation**: Relationship Officer **Position description**: To build and preserve trusting relationships with the customers. Maintain strong relationship with the company’s clients to boost our brand and profit in the long run. To spread head the sourcing of the customers and make the funnel for the log ins/ disbursal processes **Qualification** :...


  • Lucknow, Uttar Pradesh, India EduGorilla Community Pvt. Ltd. Full time

    Job description **Company**: Financiio Solutions Pvt Ltd **Position**: Assistant Relationship Officer **Experience Required**: 0 to 2 years **Key Skills**: - Strong persuasion skills - Ability to meet sales targets - Efficient in client coordination - Proficiency in sales-related tasks **Location**: Financiio Solutions Pvt Ltd, JD Tower, First Floor,...


  • Lucknow, India Bharti Airtel Limited Full time

    Females Required below 29 - Building and maintaining profitable relationships with key customers. - Overseeing the relationship with customers handled by your team. - Resolving customer complaints quickly and efficiently. - Keeping customers updated on the latest products in order to increase sales. - Meeting with managers in the organization to plan...


  • Lucknow, Uttar Pradesh, India Unilever Full time

    We are looking to hire a Customer Service Officer in Unilever. Function: Ice Creams Location: Sikar Here is how your day at Unilever would look like: - Achieve sales targets through personal selling (visiting market) and driving the distribution system. - Managing the distributor system in terms of both front-end and back-end infrastructure. -...


  • Lucknow, Uttar Pradesh, India Sera Vestments Private Limited Full time

    Job Role - Customer Relationship Executive Industry - Real Estate Location - Hazratganj, Lucknow Salary - 14k - 18k Responsibilities - Call target customers for projects and follow up with interested customers - Generate leads using company-supported databases, liaise between customers and the company for service updates, pricing, and new product...


  • Noida, Uttar Pradesh, India Pearl Precision Products Pvt. Ltd. Full time

    PEARL PRECISION PRODUCTS PRIVATE LIMITED Job Description Department Marketing Preferred Ind./Sector Any Position Title Realtionship Officer Desired Qualifications Any Graduate/Any Post Graduate Place of Posting Noida Total Experience 2-5 Years Reporting To Level-1 Grade - Job Overview: The Relationship Officer will be responsible for building and maintaining...


  • Lucknow, Uttar Pradesh, India Surface Paint Pvt. Ltd Full time

    Building and managing relationships with key customers. - Overseeing the relationship with customers handled by the team. - Resolving customer complaints quickly and efficiently. - Setting customers expectations and revenue goals. - Identify customer demands and requirements. - Taking feedback from customers to ensure customer satisfaction. - Researching the...


  • Agra, Uttar Pradesh, India Ashok Auto Sales Ltd Full time

    Build relationships with key employees among customers - Create plans to address clients business needs - Advise clients on creating profitable processes - Schedule regular meetings with customers to ensure they are satisfied - Act as point of contact for complaints and escalate issues as appropriate - Help sales team up-sell or cross-sell services and...


  • Varanasi, Uttar Pradesh, India Grootus Full time

    Grootus is Hireing as Relationship officer field sales Pay: ₹10,000.00 - ₹15,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance Schedule: - Day shift Supplemental pay types: - Performance bonus - Yearly bonus Ability to commute/relocate: - Varanasi, Uttar Pradesh: Reliably commute or planning to relocate before starting...


  • Lucknow, Uttar Pradesh, India quess corp limited Full time

    **Key Responsibilities** - To acquire new CASA accounts and cross sell various other banking products. - Acquire new clients from the open market and build a fresh relationship with the Bank. - To achieve the targets as mentioned in the Reference Guide (As forwarded by Branch Banking Department in the earlier communication). Pay: ₹30,000.00 - ₹35,000.00...