Relationship Officer

PAB Consultants Pvt Ltd

0 - 1 Years
5 Openings
1.3-2.0 Lac/Yr
Zirakpur
Face-to-Face interview

Key Skills

Direct Marketing Wealth Management Finance Direct Sales Banking Sales

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Job Description

Roles and Responsibilities :

Responsible for client management, enhancing and upgrading the relationships and revenue generation

Business development through the acquisition of high net-worth clients and / or partners

Identifying client needs and assessing their risk appetite

Profiling clients and provide financial products to meet client needs

Constantly look at generating leads from existing clients to acquire new client

Retaining clients by providing the highest level of service

Providing financial planning and investment advice

Responsible to generate brokerage primarily through advising clients on their portfolio for long term as well as short term investments.

Responsible to ensure all activities are in adherence as per compliance & risk.

Experience : 1 yr

Salary : up to 15k/month

Location : Zirakpur,Punjab

Day shift

Work from Office

Interested can share their resume at

Experience
0 - 1 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

About PAB Consultants Pvt Ltd

Founded in 2018 by the three partners, Mr. Pawan Kumar Mr. Amarjit Singh and Mr. Basant Parbhat Gupta, so is PAB stands for. PAB Consultants is the pioneer of organized recruitment services. Over the past years, we have acted as preferred talent acquisition partners to multinationals and leading businesses in the region to emerge as the leading talent solutions provider.