We are hiring a Relationship Officer to acquire and manage HNI/Retail clients and help them build goal-oriented investment portfolios.
Location - Gurgoan/Noida
People from banking/Insurance/Broking Industries preferred.
Key Responsibilities
- Acquire new HNI/Retail clients and develop long-term relationships.
- Advise clients across Fixed Deposits, Bonds, Mutual Funds and Life Insurance .
- Understand client goals and recommend suitable financial solutions.
- Conduct regular portfolio reviews and identify additional investment opportunities.
- Drive AUM, revenue and insurance premium targets through responsible selling.
Candidate Profile
- Graduate/Post Graduate from a recognized university.
- 3–7 years of experience in Wealth Management, Banking or Insurance Sales.
- NISM VA and IRDAI certifications preferred.
- Good knowledge of mutual funds, debt products and tax-saving investments.
- Solid communication, relationship-building and business development skills.
📌 Relationship Officer (Noida)
🏢 Leading Financial Services
📍 Noida
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