Relationship Officer

5 days ago

Seca Gurgaon DelhiNCR, India Chadha Investment Consultant Full time ₹ 6,00,000 - ₹ 18,00,000 per year
  • The Relationship Officer plays a pivotal role in managing and growing client relationships within the investment and wealth management domain. This position requires a blend of financial acumen, client servicing excellence, and strategic advisory capabilities to deliver tailored investment solutions and foster long-term trust.Client Relationship ManagementServe as the primary point of contact for high-net-worth individuals (HNIs) and affluent clients.
  • Build and maintain strong, trust-based relationships through regular engagement and personalized service.
  • Investment Advisory
  • Understand client financial goals, risk appetite, and investment preferences.
  • Recommend suitable investment products including mutual funds, PMS, bonds, equities, insurance, and alternative assets.
  • Collaborate with portfolio managers and research teams to deliver informed advice.
  • Portfolio Monitoring & Reporting
  • Track client portfolios and provide timely updates on performance, market trends, and rebalancing needs.
  • Ensure compliance with regulatory norms and internal policies.
  • Business Development
  • Identify cross-selling and upselling opportunities across wealth products.
  • Acquire new clients through referrals, networking, and targeted outreach.
  • Operational & Compliance Support
  • Facilitate onboarding, KYC documentation, and transaction processing.
  • Maintain accurate records and ensure adherence to audit and compliance .

  • Relationship Officer

    2 weeks ago

    Gurgaon, Haryana, India Finova Capital Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    We are hiring for Relationship Officer/Relationship Manager for Gurugram location. Products - HL and LAP. Will do business from Open market

  • Relationship Officer

    2 weeks ago

    Gurgaon, Haryana, India CreditWalle Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionCreditWalle is a dynamic FinTech platform based in Gurugram, dedicated to promoting financial inclusion through innovative technology. We specialize in providing borrowers with seamless online loan services, offering flexible EMI options tailored to individual repayment capacities. Our user-friendly platform ensures a straightforward...

  • Relationship Officer

    2 weeks ago

    Gurgaon, India yourHRfolks Full time

    Position: 1. Relationship Officer. 2. Senior Relationship Officer. Roles and Responsibilities: Work with sales manager, and plan sales operations for achieving targets. Scan the local market and competitive offerings on a periodic basis to adapt sales efforts accordingly. Generate leads in the open market. Work Role : Have to sell Housing Loan and LAP. -...

  • Relationship Officer

    2 weeks ago

    Gurgaon, India Yourhrfolks Full time

    Relationship Officer **Requirements**: - Education - Graduate/Undergraduate Salary is upto 2 LPA + incentives **Salary**: Up to ₹18,000.00 per month Schedule: - Day shift

  • Relationship Officer

    2 weeks ago

    Delhi, NCR, India Highfalutin Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Responsibilities:* Manage client relationships through regular communication and follow-ups.* Maintain accurate records of transactions and customer interactions.

  • Relationship Officer

    2 weeks ago

    Gurgaon, Haryana, India Estatex Landbase Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Summary:We are seeking a highly motivated and results-oriented Relationship Officer to join our dynamic team. In this role, you will be responsible for generating leads, qualifying prospects, and closing deals within the real estate sector.Responsibilities:* Lead Generation:* Identify and qualify potential clients through outbound calls, email campaigns,...

  • Relationship Officer

    2 weeks ago

    Delhi, NCR, New Delhi, India leading bank Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Dear Candidate,We are thrilled to invite you to a Walk-in Interview for the position of Relationship Officer with a Leading Bank This is an excellent opportunity to work inPlease find the details below:Profile Personal loan sales/ Edc

  • Relationship Officer

    2 weeks ago

    Bengaluru, Delhi, Mumbai, NCR, India Nexus Consulting Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position Title: Relationship Manager - Home Loan Sales DSADepartment: SalesLocation: Bangalore/Hyderabad/Pune/Mumbai/GurgaonReports To: Area Sales ManagerJob Summary:The Relationship Manager for Home Loan Sales (DSA) will be responsible for driving sales of home loans through a network of Direct Sales Agents. The individual will support DSAs in achieving...

  • Relationship Officer

    3 days ago

    Delhi, Ghaziabad, NCR, Noida, India leading bank Full time ₹ 5,40,000 - ₹ 10,80,000 per year

    Dear Candidate,We are thrilled to invite you to a Walk-in Interview for the position of Relationship Officer with a Leading Bank This is an excellent opportunity to work inPlease find the details below:Profile  Home loan salesJob Location: Delhi

  • Relationship Officer

    3 days ago

    Gurgaon, Haryana, India Leading Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Dear Candidate,We are thrilled to invite you to a Walk-in Interview for the position of Relationship Officer with a Leading Bank This is an excellent opportunity to work inPlease find the details below:Profile:- Home Loan SalesJob Location:- GurgaonSalary: As per Company Norms + Unlimited IncentivesQualification: Graduate (in any Discipline)Experience:...