Relationship Officer

Cchadha Investment

0 - 2 Years
3 Openings
2.5-3.5 Lac/Yr
Gurgaon
+1 Delhi
Face-to-Face interview

Key Skills

Relationship Executive Relationship Officer

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Job Description

Preparation and checking of customized financial plans, monitoring of plans, updating plans with utmost importance and attention to details, Product understanding.

understanding client needs.

Contacting clients and meeting and review.

Review of client portfolio.

Risk Profiling of Existing & New Clients.

Experience
0 - 2 Years
No. of Openings
3
Education
B.A, B.B.A, B.Com, 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

About Cchadha Investment

Financial Planning and Wealth Management company requires Regional Manager in Gurgaon, should be MBA with 1 year experience in the relevant field.

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