Relationship Officer

Wealth Vault Research and Analytics Pvt. Ltd

Relationship Officer Roles & Responsibilities

Build and maintain relationships with clients, customers, and partners through regular communication and engagement activities.

Understand client needs, preferences, and expectations to provide personalized service and support.

Meet sales targets and performance metrics, such as revenue goals, client satisfaction ratings, and retention rates.

Keep updated on industry trends, market developments, and competitor activities to identify opportunities and challenges.

Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.

Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls

Resolution of queries for all managed clients within TAT specified.

Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, and seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals.

Generate 2x revenue of salary per month for the company from set of wealth products (Stocks/MF/AIF/PMS/Insurance/Global offerings/Etc) and ensure no mis-selling complaints.

Typical Duties Include

Managing portfolio of assigned clients.

Understanding client priorities, challenges, and objectives.

Communicating product/service offerings and capabilities.

Making recommendations to address client needs.

Sharing client feedback with internal teams.

Proactively identifying business opportunities with new and existing clients.

Preparing quotes, proposals, and requests for renewals/expansions.

To acquire new HNI wealth clients for the company

• Experience

  0 - 1 Years

• No. of Openings

  4

• Education

  M.B.A/PGDM

• Role

  Relationship Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office