Relationship Officer

Position: Sales Executive

Department: Sales & Business Development – Financial Planning

Location: Saket, New Delhi

Experience Required: 6 months – 3 years (Good communication skills may apply)

Qualification: Graduate / MBA in Sales, Marketing, Finance, or related field

Job Summary:

We are looking for a dynamic and result-oriented Sales Executive to promote and sell financial planning products and services. The role involves direct client interaction, financial needs assessment, and offering customized financial solutions. The ideal candidate should have strong communication skills, a passion for sales, and the ability to build lasting client relationships.

Key Responsibilities:

• Identify and acquire new clients through field sales and direct marketing.

• Understand customers’ financial training needs.

• Achieve monthly and quarterly sales targets as assigned by the organization.

• Maintain strong relationships with existing clients.

• Conduct financial awareness meetings, client presentations, and product demos.

• Ensure compliance with company policies, processes, and regulatory guidelines.

• Provide after-sales service and support to ensure customer satisfaction.

Key Skills Required:

• Strong communication and interpersonal skills.

• Persuasive selling ability and negotiation skills.

• Basic knowledge of financial products (insurance, mutual funds, retirement, etc.).

• Goal-oriented and self-motivated.

• Ability to work independently as well as in a team

• Candidate must be presentable.

• Valid driver’s license with owned 2 wheeler and willingness to travel extensively.

• Must be based in Delhi/NCR for last 2 years.
  
  
  

Compensation & Benefits:

• Fixed Salary + Attractive Incentives

• Performance-based bonuses

• Training and development support in financial planning domain

• Career growth opportunities in sales and financial advisory

• It is a Full Time Field Sales job for candidates with 6 months - 3 years of experience.

More about this Relationship Officer job

1. What is the eligibility criteria to apply for this Relationship Officer job?
   Ans: The candidate should be 12th Pass and above and above with 6 months - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹17000 - ₹55000 per month + Incentives that depends on your interview. It's a Full Time job in Delhi.
3. How many working days are there for this Relationship Officer job?
   Ans: This Relationship Officer job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Officer job?
   Ans: No, there is no fee applicable for applying this Relationship Officer job and during the employment with the company, i.e., Planyourworld Training Academy Private Limited.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Officer role?
   Ans: There is an immediate opening of 10 Relationship Officer at Planyourworld Training Academy Private Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Relationship Officer job?
   Ans: This Relationship Officer job has 09:30 AM - 06:00 PM timing.