Job Description for Relationship officer
Attending Clients visiting office with respect to Investment
Updating the follow-up records related to Clients status
Coordinating with the Income Tax Dept. for income tax & estate planning services and Insurance team for insurance services at Rajkot office
Taking follow-ups and maintaining relationship with regular clients
Taking timely follow-up with Clients on regular
coordinate with Client collecting the documents related to Investments from Clients and handover to Operations Dept.