0 years
0 Lacs
Posted:16 hours ago|
Platform:
On-site
Full Time
Job Overview As a Relationship Officer, you will be responsible for maintaining and strengthening relationships with our high-net-worth clients. Your goal is to understand the clients' financial goals, provide solutions that meet their needs, and ensure the overall satisfaction and retention of our clients. Relationship Officer Roles & Responsibilities Client Acquisition & Business Development AUM Management & Growth Client Relationship Management & Servicing Continuous Learning & Knowledge Enhancement Ethical Sales Practices & Data Security Client Solutioning & Need-Based Advisory Sales Target Achievement & Business Growth Professional Conduct & Company Policies Key Performance Indicators (KPIs): AUM Growth Sales Targets Client Retention & Satisfaction Ethical Standards Skills required Ā· Financial planning Ā· Investment management Ā· Risk Management Ā· Client relationship management Ā· Market knowledge Ā· Communication skills Sound knowledge of financial products and services Desired Candidate Profile ā MBA finance & Marketing ā Candidate must have knowledge about stocks/mutual funds/portfolio management services and other wealth products. Excellent communication, negotiation, and sales skills. Apply Now! Share your resume at: aishwarya.marathe@wealthvault.in Contact : 8146699949
WealthVault Research and Analytics Pvt. Ltd.
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