Relationship Officer- Finance
Experience
Salary
Location
Job Description
- Identify potential new clients and opportunities for business growth
- Assist clients with financial planning, investment decisions, and loan applications
- Monitor market trends and provide clients with relevant financial advice
- Collaborate with internal teams to ensure client satisfaction and retention
- Stay up-to-date on industry regulations and compliance requirements
- Prepare and present financial reports and proposals to clients
- Evaluate client needs and customize financial solutions to meet their goals
- Conduct regular client meetings and follow-up to ensure ongoing satisfaction and loyalty
- Track and analyze performance metrics to assess client satisfaction and identify areas for improvement.
Designation
Relationship Officer- Finance
Key Skills
Industry
Manpower And Staffing
Functional Area
Service Provider
Employment Type
Full Time
Education
No Formal Education
Job Type
Work From Office
Assessment Details
Relationship Officer Quiz
30 Minutes
Related Jobs
Business Development Associate
TWOSS Learning Private Limited
Join the TWOSS Learning Private Limited team as a Full Time Business Development Associate on Erekrut, specia...
3-6 Lakhs
0-1 Years
Haryana-Gu..
Business Dev...
Digital Marketing Executive
Versatile Prime Infosoft Pvt. Ltd.
Join the team as a Full Time Digital Marketing Executive on Erekrut, specializing in Digital Marketing Execut...
3-6 Lakhs
1-3 Years
Rajasthan-..
Digital Mark...
Application Support Executive
Versatile Prime Infosoft Pvt. Ltd.
Join the Versatile Prime Infosoft Pvt. Ltd. team as a Full Time Application support Executive on Erekrut, spec...
0-3 Lakhs
1-3 Years
Rajasthan-..
Computer Ope...
L&D Associate
Digivance Solution
Join the VFS team as a Full Time L&D Associate on Erekrut, specializing in L&D Associate in the Office Mana...
0-3 Lakhs
0-1 Years
Maharashtr..
Professional...
Team Leader
Team Leader
Join the Team Leader team as a Full Time Team Leader on Erekrut, specializing in Team Leader in the Insuran...
3-6 Lakhs
0-1 Years
West Benga..
Insurance
Finance Executive
Ezone India
Join the Ezone India team as a Full Time Finance Executive on Erekrut, specializing in Finance Executive in th...
0-3 Lakhs
0-1 Years
Tamil Nadu..
Accounting
Document Review
Randstad India
Join the Randstad India team as a Full Time Document Review on Erekrut, specializing in Document Review in the...
6-10 Lakhs
1-3 Years
Work from ..
Advocate
Relationship Manager
Brighter Mind Investment Advisory
Join the Brighter Mind Investment Advisory team as a Full Time Relationship Manager on Erekrut, specializing i...
Confidential
1-3 Years
Chandigarh..
Sales