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For Employers

Relationship Officer

Executive81 HR Solutions Private Limited

2 - 5 years

|

3 - 5 Lacs

pune maharashtra india

Posted:4 hours ago| Platform: Foundit logo

Apply

Skills Required

financial services banking customer service client relationship

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

Client Acquisition and Management
Acquire new HNI clients and facilitate Demat and Trading account opening (online/offline).
Build and maintain strong client relationships.
Product Sales and Upselling
Promote products like Life Insurance, Health Insurance, Mutual Funds, PMS, and AIF to clients.
Lead Generation
Generate leads through cold calls and open market activities.
Portfolio Management
Keep accurate records of client portfolios and interactions.
Sales Targets
Achieve assigned sales targets and contribute to business growth.
Customer Support
Manage client queries, resolve issues, and deliver excellent customer service.
Compliance
Ensure systems and processes comply with all regulatory requirements.

Skills

Strong communication and interpersonal skills.
Knowledge of financial products and markets.
Ability to handle customer relationships and meet sales goals.

Join us to help HNI clients achieve their financial goals with personalized solutions and outstanding service!

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Executive81 HR Solutions Private Limited

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