Customer Relationship Officer

Year    UP, IN, India

Job Description

Identify, acquire, and onboard new clients for broking and investment services. Achieve monthly and quarterly targets for client acquisition and revenue generation. Build and maintain strong, long-term client relationships by offering quality service and support. Handle customer queries, provide investment-related information, and guide them through account opening/trading processes. Cross-sell and upsell company products and services (Demat, trading accounts, investment products, etc.). Ensure excellent customer experience with professional etiquette and problem-solving skills. Track market trends, generate leads, and explore new business opportunities. Prepare reports on client interactions, acquisitions, and revenue performance for management.
Job Type: Full-time

Pay: ?12,000.00 - ?22,000.00 per month

Benefits:

Health insurance Life insurance Paid sick time Paid time off Provident Fund
Expected Start Date: 25/08/2025

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Job Detail

  • Job Id
    JD4069975
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    UP, IN, India
  • Education
    Not mentioned
  • Experience
    Year