Relationship Officer
Cchadha Investment

  • icon job experience 0 - 2 Years
  • icon job opening 3 Openings
  • icon salary 2.5 - 3.5 Lac/Yr
  • Face-to-Face interview Face-to-Face interview
  • icon job location Gurgaon - Delhi
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

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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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