We are seeking a client-centric and highly engaging Relationship Officer to join our team in Pune. In this pivotal role, you will serve as the primary point of contact for our existing retail and high-net-worth (HNI) clients, ensuring exceptional service delivery and driving long-term client retention. Your responsibilities will include seamless client onboarding, resolving inquiries, conducting regular portfolio reviews, and identifying opportunities to cross-sell or up-sell our suite of wealth management and financial products (including Mutual Funds, PMS, AIFs, and Insurance). The ideal candidate possesses excellent communication skills, a strong understanding of financial products, and a proven ability to build trust and nurture lasting relationships that align with our clients' financial goals.
Bike is Necessary.