Assistant Relationship Officer

Job Title: Associate Relationship Officer (ARO) – Finance

Company: Apex Financial Services Pvt. Ltd.

Location: Mumbai, India

Job Description:

The Associate Relationship Officer (ARO) will support client relationship management, assist in onboarding customers, and help promote financial products such as loans, investments, and banking services. The role involves maintaining client records, coordinating with internal teams, and ensuring high customer satisfaction while meeting business targets.

Key Responsibilities:

Assist Relationship Managers in handling client portfolios

Support sales and customer acquisition activities

Maintain accurate client documentation and reports

Ensure compliance with company and regulatory policies

Requirements:

Graduate in Finance, Business, or related field

Good communication and interpersonal skills

Basic knowledge of financial products