Nand Imperial Consulting Pvt Ltd.

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Job openings for relationship officer in gurgaon

Relationship Officer - 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

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Finance Service Company

About Company One of the leading finance service company
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