0 years
0 Lacs
Posted:3 days 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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