RELATIONSHIP OFFICER

Job Description

Job Type: On Roll

Channel: Agency

CTC: Competitive Salary + Attractive incentives

Job Summary:

We are seeking a proactive and customer-focused Relationship Officer to join our team. The ideal candidate will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions to enhance customer satisfaction and loyalty.

Key Roles and Responsibilities:

• Develop and nurture long-term relationships with clients to ensure their financial needs are met.
• Conduct regular follow-ups and reviews to assess client satisfaction and identify opportunities for additional services.
• Serve as the primary point of contact for client inquiries, concerns, and requests.
• Understand clients’ financial goals and provide personalized advice on suitable products and services.
• Stay informed about market trends and financial products to offer relevant solutions.
• Assist clients in making informed decisions regarding investments, insurance, and other financial services.
• Promote and cross-sell a range of financial products to existing and potential clients.
• Achieve sales targets and contribute to the growth of the client base.
• Identify and pursue new business opportunities through networking and referrals.

Eligibility Criteria: 

• Minimum 1 year of experience in sales and marketing required.
• Minimum qualification required is completion of graduation.
• Required all semester marksheets.
• Required all previously employed company experience certificate (Mandatory for experienced person)
• Preferred local candidate.

To apply and Share resume: 
Meenaakshi P | 93136 53024 | meenaakshi.p@tekpillar.com