Relationship Officer

1 day ago

Gwalior, Madhya Pradesh, India gHRig People Solutions Full time ₹ 4,00,000 - ₹ 12,00,000 per year

The Relationship Officer is responsible for building and maintaining relationships with clients, providing financial advice, and promoting financial products and services. The officer will work to understand clients' financial needs and goals, offering tailored solutions to help them achieve their objectives. The role involves acquiring new clients, managing existing client portfolios, and ensuring client satisfaction. The Relationship Officer will also stay up-to-date with industry trends and regulations to provide informed advice. Responsibilities:

  • Develop and maintain strong relationships with clients.
  • Provide financial advice and guidance to clients.
  • Identify and pursue new business opportunities.
  • Manage and grow a portfolio of clients.
  • Promote and sell financial products and services.
  • Conduct financial needs analysis for clients.
  • Ensure compliance with banking regulations.
  • Stay informed about market trends and financial products.
  • Address and resolve client inquiries and issues.
  • Meet sales targets and performance goals.

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