0 - 31 years

1 - 3 Lacs

Posted:1 year ago| Platform: Apna logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Overview: The Relationship Officer will be responsible for managing outbound calls, building client relationships, updating clients on market data, and facilitating trading and demat account processes. The role demands strong communication skills, financial product knowledge, and the ability to ensure that business targets are met while maintaining high standards of client service. Key Responsibilities: - *Client Relationship Management*:    - Build and maintain strong relationships with clients, addressing their queries and concerns.  - Understand client needs, providing personalized solutions related to trading and investment products.  - Keep clients informed about the latest market trends, news, and opportunities to help them make informed decisions. - *Outbound Calls*:    - Conduct outbound calls to prospective and existing clients to introduce financial products and services.  - Educate clients about trading and investment opportunities, assisting them in setting up trading and demat accounts.  - Follow up with leads, ensuring prompt communication and a smooth onboarding process for new clients.

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