Business Relationship Officer

Key Responsibilities

• Client Consultation: Meet walk-in or prospective clients to understand their financial goals, investment needs, and risk preferences.
• Product Pitching: Recommend suitable financial and investment solutions, including mutual funds, life/health insurance, fixed deposits, and wealth management plans.
• Client Acquisition & Generation: Build a strong client base, generate revenue, and drive high-net-worth individual (HNI) or retail acquisition.
• Operations & Compliance: Ensure timely issuance of insurance policies, handle document collection, and manage daily premium or investment deposits.
• Relationship Management: Maintain long-term relationships with clients to cross-sell products and collect regular market referrals.