Relationship Officer

Essential Duties and Responsibilities:

1] Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.

2] Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products which may be launched in the future based on the needs of the customer.

3] Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling.

4] Ensure the maintenance and growth of Assets under Management (AUM) within the branch.

5] Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.

6] Educate potential prospects about the company, its products, and services.

7] Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.

8] Assist clients with investment application forms and guide them through the completion process.

9] Deliver after-sales service, conduct follow-ups, and ensure client retention.

10] Prepare daily sales reports and submit them to the reporting officer.

11] Make prompt entries in CRM and / or back office of the businesses / activities done.

12] Contribute to branch promotional activities to enhance visibility and engagement.

• It is a Full Time Sales / Business Development job for candidates with 1 - 4 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 Graduate and above and above with 1 - 4 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹25000 - ₹41500 per month that depends on your interview. It's a Full Time job in Pune.
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., Lineup Manpower Solutions 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 20 Relationship Officer at Lineup Manpower Solutions Private Limited
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Sales / Business Development job.
8. What are the timings of this Relationship Officer job?
   Ans: This Relationship Officer job has 09:00 AM - 06:00 PM timing.