Relationship Officer Goodwill wealth management Pvt Ltd

About Goodwill Wealth Management Pvt Ltd

Job Description

The Relationship Officer Stock Broking is responsible for acquiring new clients, managing existing relationships, and providing investment advisory services related to equity, derivatives, and other financial products. The role focuses on growing the client base, achieving revenue targets, and delivering exceptional customer service within the stock broking environment. Key Responsibilities: Client Acquisition & Onboarding: Identify and acquire potential retail and HNI clients interested in equity and trading products. Generate leads through cold calling, referrals, and market intelligence. Assist clients with account opening and KYC formalities. Client Servicing & Relationship Management: Maintain regular contact with clients to understand their financial goals and risk appetite. Offer timely market insights, research recommendations, and investment advice. Ensure high client retention and satisfaction through proactive service. Sales & Revenue Generation: Cross-sell and up-sell broking and investment products (mutual funds, IPOs, bonds, etc.). Meet or exceed monthly and quarterly sales and revenue targets. Drive volume and activity on client accounts. Market Research & Advisory: Stay updated with stock market trends, economic news, and regulatory changes. Provide trading and investment strategies based on market research. Educate clients on trading platforms, product offerings, and investment tools. Compliance & Reporting: Ensure adherence to all regulatory and internal compliance standards. Maintain accurate records of client communications and transactions. Prepare and submit reports on sales performance and market activity. For more info 8012577742 Job Types: Full-time, Fresher Benefits: Cell phone reimbursement Health insurance Provident Fund Schedule: Day shift Performance bonus Shift allowance Language: English (Preferred) Work Location: In person Speak with the employer +91 8012577742,