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
