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Relationship Officer, Vacancy Numbers: 15

The role focuses on developing long-term client relationships and generating new business through equity portfolio advice. Responsibilities include attending strategy meetings and ensuring all activities adhere to compliance and risk policies.

  • On-site
  • Cochin, SK
  • Posted Aug 4, 2026
  • Apply by Sep 3, 2026
  • 1 position

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Job summary

Relationship Officer Job description: Attending morning meeting to discuss strategy for the day Develop and maintain a long term relationship with clients Focus on generating new business Generate brokerage through advising clients on their equity portfolio. Need to be constantly updated with the market knowledge Ensure all the activities are in adherence as per the compliance and risk policy Periodical meeting with the Client Desired Candidate Profile: The candidate should have a minimum degree/ diploma. Thorough understanding of Stock market. Good interpersonal, relationship management, customer service, and rapport building skills. Ability to effectively understand & communicate the product. The candidate should have ability to handle sales call independently. Location : Hyderabad, Vijayawada, Cochin Qualification : Any Degree Experience : Fresher’s No. of Positions : 15

What you’ll do

The role focuses on developing long-term client relationships and generating new business through equity portfolio advice. Responsibilities include attending strategy meetings and ensuring all activities adhere to compliance and risk policies.

Requirements

Candidates must hold a minimum degree or diploma and possess a thorough understanding of the stock market. Strong interpersonal skills and the ability to handle sales calls independently are required.

Listed skills

  • Customer servicePreferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Relationship Management
  • Customer Service
  • Stock Market Knowledge
  • Sales Calls
  • Equity Portfolio Advising
  • Rapport Building
  • Interpersonal Skills
  • Compliance and Risk Policy

Job areas

  • Finance & Accounting
  • Sales
  • Customer Service & Support

Additional details

Minimum education
Bachelor’s degree
Minimum experience
0+ years
Apply by
Sep 3, 2026
Posting language
English
Working hours
40 hours per week
Seniority
Entry level