Investment Relationship Officer

1 - 2 years

2 - 3 Lacs

Posted:1 month ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Total years of Experience: 1 to 2 years

About the Role:

We are looking for a motivated and dynamic Investment Relationship Officer to join our growing team. The ideal candidate will be responsible for developing new business opportunities, acquiring clients, and building long-term relationships to drive revenue growth. Candidates with experience in stock broking, mutual funds, or financial services will be preferred.

Key Responsibilities:

  • Generate new business leads through digital, referral, and field channels.
  • Meet and convert company-provided leads into active partners and associates.
  • Acquire new Authorized Persons (APs), Sub Brokers, Business Associates and Channel Partners to expand business reach.
  • Provide setup and operational support to existing Authorized Persons for smooth business functioning.
  • Achieve assigned business and revenue generation targets as per company objectives.
  • Present and explain business proposals and partnership models to potential prospects.
  • Customize proposals and solutions based on the prospect’s business needs and market potential.
  • Maintain accurate and real-time updates of all interactions and progress in the CRM system.

Job Type: Full-time

Pay: ₹18,000.00 - ₹25,000.00 per month

Work Location: In person

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