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Relationship Officer - Investment

salary 25,000 - 35,000 /month
company-logo
job companyCapino Wealth Advisory And Distribution Private Limited
job location Parvati Gaon, Pune
job experience6 - 12 months Experience in Customer Support / TeleCaller
1 Opening
full_time Full Time

Skills Required

Computer Knowledge

Job Highlights

sales
Languages: Hindi, Marathi
qualification
Graduate and above
gender
Females Only
jobShift
6 days working | Day Shift
star
Internet Connection, Laptop/Desktop, PAN Card, Aadhar Card, 2-Wheeler Driving Licence, Bank Account
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Job Description

Capino Wealth Advisory And Distribution Private Limited is seeking a knowledgeable and client-focused Relationship Officer - Investments to join our Pune team. In this specialized role, you will be dedicated to managing, advising, and expanding the investment portfolios of our retail and high-net-worth (HNI) clients. Your primary responsibilities will include conducting in-depth portfolio reviews, assessing client risk profiles and financial goals, and providing tailored investment solutions across Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), equities, and fixed-income products. The ideal candidate possesses a deep understanding of financial markets and investment strategies, excellent communication skills, and a proven ability to nurture long-term client relationships by offering sound, objective wealth management guidance.

Ready to do filed sales,Ready to do backoffice work regarding processing of loan Files,Bike is necessary.

Other Details

  • It is a Full Time Customer Support / TeleCaller job for candidates with 6 months - 1 years of experience.

More about this Relationship Officer - Investment job

  1. What qualifications and experience are required for this Relationship Officer - Investment position?
    Ans : Candidates should have a Graduate and above qualification with 1-1 years of experience and skills like Computer Knowledge.
  2. What is the salary and job type for this role?
    Ans : The salary for this Relationship Officer - Investment job ranges between ₹25,000-₹35,000 per month. This is a Full Time job.
  3. What shift and timings does this job follow?
    Ans : This Relationship Officer - Investment job follows a Day shift.
  4. Do you need to visit the office for this job?
    Ans : Yes, candidates need to visit the office and work from the location in Parvati Gaon, Pune.
  5. How many vacancies are there for this Relationship Officer - Investment job?
    Ans : There is 1 vacancy for this Relationship Officer - Investment role.
  6. Which candidates are eligible to apply?
    Ans : Candidates with a Graduate and above qualification and 1-1 years of experience are eligible to apply for this Relationship Officer - Investment role. Only female candidates are eligible.
  7. What are the key responsibilities of this Relationship Officer - Investment job?
    Ans : As a Relationship Officer - Investment, key responsibilities include skills like Computer Knowledge. This role is part of Customer Support / TeleCaller category.
  8. What is the job location for this position?
    Ans : The job location for this Relationship Officer - Investment position is Parvati Gaon, Pune.
  9. Who is the right fit for this Relationship Officer - Investment job?
    Ans : A candidate having skills like Computer Knowledge with 1-1 years of experience is the right fit for this Relationship Officer - Investment job.
  10. What makes this Relationship Officer - Investment job a good opportunity?
    Ans : This Relationship Officer - Investment job is a good opportunity as it offers a salary between ₹25,000-₹35,000 per month. This is a Full Time job and has 1 openings.
Candidates can call HR for more info.
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Other Details

Incentives

No

No. Of Working Days

6

Skills Required

Computer Knowledge, Mutual fund, equity Shares, NISM preferred, knowledge of finance, Ratios, Knowledge of Fundamental And Technical

Shift

Day

Contract Job

No

Salary

₹ 25000 - ₹ 35000

Regional Languages

Hindi, Marathi

English Proficiency

Yes

Contact Person

Shivaji Bhosale

Interview Address

Office No. 601, The Pentagon, Pune - Satara Rd, near Panchami Hotel, above Axis Bank, Parvati, Parvati Industrial Estate, Parvati Paytha, Pune, Maharashtra 411009, Parvati Gaon, Pune
Posted 20 hours ago

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