Key Responsibilities
Client Acquisition and Management
Acquire current HNI clients and facilitate Demat and Trading account opening (online/offline).
Build and maintain solid client relationships.
Product Sales and Upselling
Promote products like Life Insurance, Health Insurance, Mutual Funds, PMS, and AIF to clients.
Lead Generation
Generate leads through cold calls and open market activities.
Portfolio Management
Keep accurate records of client portfolios and interactions.
Sales Targets
Achieve assigned sales targets and contribute to business growth.
Customer Support
Manage client queries, resolve issues, and deliver excellent customer service.
Compliance
Ensure systems and processes comply with all regulatory requirements.

Skills:
Robust communication and interpersonal skills.
Knowledge of financial products and markets.
Ability to handle customer relationships and meet sales goals.

Join us to help HNI clients achieve their financial goals with personalized solutions and outstanding service!

📌 Relationship Officer Pune
🏢 Executive81 HR Solutions Private
📍 Pune