We are hiring for below role - Relationship Officer-Location Gurgoan
Exp - 3-5yrs
Candidate must be handling B2C Sales from banking/NBFC/Financial Companies
Candidate Requirements
Graduate or Postgraduate from a recognised university.
Experience in sales, banking, financial services, or wealth management is preferred.
Positive understanding of investment products, particularly Fixed Deposits, Mutual Funds, Bonds, and Insurance.
Interested Candidate kindly apply quickly.
What Youll Do:
Client Acquisition: Build and manage a high-quality book of clients.
Balanced Advisory: Pitch the "Core Four"FDs for safety, Bonds for yield, Mutual Funds for growth, and Insurance for protection.
Portfolio Health:
Conduct periodic reviews to ensure client portfolios stay aligned with their life goals.
Revenue Growth: Meet AUM and insurance premium targets through ethical, transparent selling.
What Were Looking For:
Minimum Qualification: Graduates / Post Graduates from a recognized University
Experience: 37 years in Wealth Management, Banking, or Insurance Sales.
Credentials: NISM (VA) and IRDAI certifications are highly preferred.
Skills: Robust understanding of debt markets, tax-saving instruments, and equity mutual funds.