Nand Imperial Consulting Pvt Ltd.

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Job openings for relationship officer in gurgaon

Relationship Officer - Gurgaon

Gurgaon


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
Salary 2 Lac To 3 Lac 75 Thousand P.A.
Industry Sales & Marketing / Business Development/telecaller
Qualification Other Bachelor Degree
Key Skills Mutual Funds Mutual Funds Sales Sales marketing

About Company

Company Name

Finance Service Company

About Company One of the leading finance service company
Email ID abhilash.itcimperial@gmail.com

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