Relationship Officer

Relationship Officer – Wealth Products

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.
• Strong communication, relationship-building and business development skills.