
Customer Relationship Officer
5 days ago
- Identify, acquire, and onboard new clients for broking and investment services.
- Achieve monthly and quarterly targets for client acquisition and revenue generation.
- Build and maintain strong, long-term client relationships by offering quality service and support.
- Handle customer queries, provide investment-related information, and guide them through account opening/trading processes.
- Cross-sell and upsell company products and services (Demat, trading accounts, investment products, etc.).
- Ensure excellent customer experience with professional etiquette and problem-solving skills.
- Track market trends, generate leads, and explore new business opportunities.
- Prepare reports on client interactions, acquisitions, and revenue performance for management.
Job Type: Full-time
Pay: ₹12, ₹22,000.00 per month
Benefits:
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund
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