Relationship Officer

11 hours ago

Delhi, Delhi, India Planyourworld Training Academy Private Limited Full time ₹ 4,20,000 per year

Position: Relationship Officer

Location: Delhi/Gurugram/Noida/Gaziabad and Faridabad

Experience Required: 6 months – 3 years

Qualification: Graduate

Job Summary:

We are looking for a dynamic and result-oriented RO to promote and sell financial planning products and services. The role involves direct client interaction, financial needs assessment, and offering customized financial solutions. The ideal candidate should have strong communication skills, a passion for sales, and the ability to build lasting client relationships.

Key Responsibilities:

  • Identify and acquire new clients through field sales and direct marketing.
  • Understand customers' financial training needs.
  • Achieve monthly and quarterly sales targets as assigned by the organization.
  • Maintain strong relationships with existing clients.
  • Conduct financial awareness meetings, client presentations, and product demos.
  • Ensure compliance with company policies, processes, and regulatory guidelines.
  • Provide after-sales service and support to ensure customer satisfaction.

Key Skills Required:

  • Strong communication and interpersonal skills.
  • Persuasive selling ability and negotiation skills.
  • Basic knowledge of financial products (insurance, mutual funds, retirement, etc.).
  • Goal-oriented and self-motivated.
  • Ability to work independently as well as in a team
  • Candidate must be presentable.
  • Valid driver's license with owned 2 wheeler and willingness to travel extensively.
  • Must be based in Delhi/NCR for last 2 years

Job Type: Full-time

Pay: Up to ₹35,000.00 per month

Work Location: In person

Speak with the employer

  • Donor Relationship Officer

    1 week ago

    Delhi, Delhi, India Plan International Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    JOB DESCRIPTIONJob titleDonor Relationship Officer (Consultant)Department:Marketing & Resource MobilizationLocation DelhiGradeBReporting toManager- RetentionTravel Requirement Level Of Contact With Children: 2 (Sporadic or occasional contact with children) The position holder shall be responsible to adhere & work within the ambit of Plan Indias...

  • We are hiring a Relationship Officer/Relationship Manager in Gujarat

    17 hours ago

    Delhi, Delhi, India Mspire Ventures Full time ₹ 1,50,000 - ₹ 2,90,000 per year

    Job Description:We are hiring a Relationship Officer/Relationship Manager in Gujarat.Position: Relationship Officer/Relationship ManagerPayroll: On company payrollReports to: Branch Manager/Area Sales ManagerLocation: Field-based with front-end customer interactionsScope of Work:Act as the primary interface with customers, providing tailored home loan...

  • We are hiring a Relationship Officer in Gujarat

    2 days ago

    Delhi, Delhi, India Mspire Ventures Full time ₹ 1,60,000 - ₹ 3,20,000 per year

    Job Description:We are hiring a Relationship Officer in Ahmedabad.Job DescriptionPosition: Relationship OfficerOrganization: NBFC (On-Role Position)Location:Ahmedabad: Naroda, NarolSurat: AmroliAnand, Bayad, Bharuch, Himmat Nagar, Junagadh, Mehsana, Nadiad, Navsari, Surendra NagarRole Overview:We are hiring experienced Relationship Officers to join our team....

  • Relationship Officer- Jaipur/ Chandigarh

    4 days ago

    Delhi, Delhi, India Anlight Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description:Role: Relationship OfficerExperience  2+YearsWorking Days: 6 days Monday to Saturday (3rd Saturday Off)Location  Jaipur and Chandigarh (Work From Home)Notice Period – Immediate to 30 DaysEssential Duties and Responsibilities:Job Description:Its a Client facing role with a proven experience into security or backup solution sales.Meet...

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India NOVA Technologies Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    Job Title- Relationship Manager- Family OfficeDepartment – Sales- Wealth, Family office & AlternatesLocation- Mumbai, Delhi, BangaloreWho we Are?Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largestand fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humilityacross 100+...

  • Customer Relationship Manager

    18 hours ago

    Delhi, Delhi, India Motif Electric Limited Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Job Description Customer Relationship Manager & General Administration (Married Female Candidate)OverviewWe are looking for a proactive and professional married female candidate to manage Customer Relationships and General Administration. The role involves calling and following up with customers via phone and WhatsApp, maintaining strong client...

  • Customer Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Motif Electric Limited Full time ₹ 1,50,000 - ₹ 3,00,000 per year

    Job Description : Customer Relationship Manager & General AdministrationOverviewWe are looking for a proactive and professional candidate to manage Customer Relationships and General Administration. The role involves calling and following up with customers via phone and WhatsApp, maintaining strong client relationships, ensuring satisfaction, and supporting...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Anil Tantia Huf Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Responsibilities:* Develop new business opportunities through networking and referrals.* Manage client relationships, ensuring satisfaction and retention.* Collaborate with cross-functional teams on project delivery.Office cab/shuttle

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Niva Bupa Health Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Company DescriptionNiva Bupa Health Insurance Company Ltd. is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, a leading Indian private equity firm, and Bupa Singapore Holdings Pte. Limited, a UK-based healthcare services expert. The vision of Niva Bupa is to become India's most admired health insurance company by empowering...

  • Client Relationship

    2 days ago

    Delhi, Delhi, India Headsup Corporation Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Description: Client Relationship & Business Development AssociateLocation: Delhi (On-site)Work Days: Monday to SaturdayAbout the RoleWe are seeking a dynamic professional who can manage client relationships, drive business development, and contribute to overall organizational growth. This role involves engaging with clients through meetings and...