Relationship Officer - Gurgaon

Nand Imperial Consulting Pvt Ltd.

Acquiring and Managing Business (hni and Ultra Hni).

· Increasing the Investment Aum Portfolio Size.

· Ensuring Adherence to Compliance Processes and Guidelines.

· Advice Clients On Their Product Requirement to Maximize Their Investments.

· Develop New Client Relations Through References.

· Generate the Cross Selling Business from Existing Clients By Cross Selling other Products (family Account, Home Loan, Personal Loan, Investment - Ulip and Mutual Fund).

· Maintain and Develop Client Relationships and Periodic Visit to Existing Clients.

· Manage and Track the Leads and Maintain Dsr On Regular Basis.

· Profiling Customers and Provide Financial Products to Meet Customer Needs.

· Ensuring the Highest Levels of Service to the High Net Worth Customers.

· Formulate Outbound and Inbound Sales Plan to Acquire New Customers for Increasing Customer Base of the Portfolio.

job Criteria

· Experience 0-2 Years

· Nism Amfi Certification or Any Related Certificate

· Good Communication Skills, Presentable.

· Native Candidates from Delhi / Gurgaon Will Be Preferred.

· Mba / Bba from Delhi Ncr Based College/ University

· Functional Area : Client Relationship

• Experience

  0 - 2 Years

• No. of Openings

  5

• Education

  Any Bachelor Degree

• 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