Job Description

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

Financial planning

Investment management

Risk Management

Client relationship management

Market knowledge

Communication skills

Sound knowledge of financial products and services

Desired Candidate Profile

? MBA finance & Marketing

? 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

Job Type: Full-time

Pay: ?20,000.00 - ?30,000.00 per month

Benefits:

Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off
Schedule:

Day shift
Work Location: In person