Personal Relationship Officer

Key Responsibilities

Build and maintain strong relationships with existing clients

Identify new business opportunities through networking and referrals

Understand customer needs and recommend appropriate products/services

Handle customer queries, complaints, and service requests

Meet sales targets and performance goals

Maintain accurate client records and follow-ups

Coordinate with internal teams to ensure smooth service delivery

Conduct client meetings, calls, and presentations

Required Skills

Strong communication and interpersonal skills

Sales and negotiation abilities

Customer-focused mindset

Problem-solving skills

Time management and organizational skills

Basic computer knowledge

Work Environment

• Typically office-based with fieldwork (client visits)
• Common in banks, NBFCs, insurance companies, and corporate firms