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Relationship Officer

1.0 years

0 Lacs

Cochin

Posted:1 day ago| Platform:

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Skills Required

networking strategies risk portfolio portfolios rebalancing management

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities of a Relationship Manager: Client Acquisition: Identifying and attracting new clients, often through referrals, networking, or cold calling. Relationship Management: Building and maintaining strong relationships with existing clients, understanding their financial goals, and providing personalized service. Investment Advice: Offering advice on investment strategies, including share purchases, based on client needs and risk tolerance. Portfolio Management: Managing client portfolios, rebalancing investments, and providing regular performance reports. Compliance: Adhering to regulatory guidelines and ensuring client due diligence. Sales and Negotiation: Identifying opportunities for upsell and cross-sell, and negotiating favorable terms with clients. Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹35,000.00 per month Benefits: Health insurance Provident Fund Schedule: Day shift Education: Secondary(10th Pass) (Required) Experience: Customer relationship management: 1 year (Required) Language: English (Required) Malayalam (Required) Hindi (Required) Work Location: In person

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