Assistant Relationship Officer

WISHFIN.COM; Dadri; Hybrid; INR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive salary and benefits

Opportunities for professional growth

Supportive company culture

Potential for remote work flexibility

Access to ongoing learning and training programs

Job summary

A leading financial services firm in India is seeking an Assistant Relationship Officer to support the relationship management team. This role involves managing client relationships, preparing presentations, and ensuring effective communication with internal teams. The ideal candidate will possess excellent communication skills and a degree in Business or Finance. This full-time position offers competitive salary, professional growth opportunities, and a supportive company culture focused on teamwork.

Qualifications

• Excellent communication skills.
• Strong organizational abilities.
• Attention to detail.
• Ability to work collaboratively in a team.
• Problem-solving skills.

Responsibilities

• Assist in managing client relationships and addressing inquiries.
• Support the preparation of client presentations and reports.
• Coordinate communication between clients and internal teams.
• Maintain accurate client records and documentation.
• Participate in client meetings and follow up on action items.

Skills

Excellent communication skills

Strong organizational abilities

Attention to detail

Ability to work collaboratively in a team

Problem-solving skills

Education

Degree in Business, Finance, or a related field

Job description

Overview

The Role
The Assistant Relationship Officer will play a crucial role in supporting the relationship management team by assisting with client interactions and ensuring a high level of service delivery.

• Assist in managing client relationships and addressing inquiries.
• Support the preparation of client presentations and reports.
• Coordinate communication between clients and internal teams.
• Maintain accurate client records and documentation.
• Participate in client meetings and follow up on action items.

Team structure

You will work closely with Relationship Managers and other support staff to enhance client satisfaction and retention.

Ideal Profile

Ideal Profile

• Excellent communication skills.
• Strong organizational abilities.
• Attention to detail.
• Ability to work collaboratively in a team.
• Problem-solving skills.

Education

A degree in Business, Finance, or a related field is preferred.

What’s On Offer

What’s On Offer

• This is a permanent, full-time position with competitive salary and benefits.
• Opportunities for professional growth and development.
• Supportive company culture focused on teamwork.
• Potential for remote work flexibility.
• Access to ongoing learning and training programs.