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Relationship Officer

Location: Bangalore / Chennai

Role: You will be part of an account team, and report to a Relationship Manager or Senior Relationship Manager. The role will require travel within the city to meet customers. Your performance will be measured and monitored based on new customer additions and sales volumes as well as product knowledge and customer satisfaction. Consistently strong performances will result in promotion to Relationship Manager.

You will be responsible for

Identifying potential customers, directly or through referrals
Introducing customers to the range of services that PeakAlpha offers
Assessing customer requirements accurately
Developing unique solutions to address customer needs
Implementing these solutions
Monitoring the effectiveness of these solutions over time
Introducing new products and services to your customers as appropriate

Skills: You are expected to possess and demonstrate
Good knowledge across various financial products
Excellent interpersonal skills and ability to build trusted relationships with customers
Deep sense of integrity and ethical behaviour
High energy levels
Strong communication and persuasion skills
Excellent command over written and spoken English
Ability to handle other responsibilities as required by the company

Experience: This position is aimed at freshers with an MBA degree. However graduates with 1-2 years of relevant experience will also be considered.

Qualifications: MBA or CA.

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