Consultant - Recruitment at Purplesquirrelconsulting
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Relationship Officer - Bank (2-5 yrs)
Relationship Officer
KRAs:
- Customer book handling.
- Generating additional revenue from existing customers by targeting higher wallet share & cross sales of bank products.
- To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
- Achievement of Sales targets for CASA no & Value, etc for bank and investment products (TD, GI, LI, DMAT, MF). Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
- Cross-sale of assets products.
- Quality of advice given to customers as determined by customers and supervisor.
- Speed and efficiency of service given.
- Back-up to relationship managers/BM holding HNI relationships.
- Ensure low attrition ratios.
Experience, qualifications & qualities :
- MBA with lesser experience is also OK.
- Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
- Experienced customer service candidates from financial services (those from MFund, securities houses etc) with sales orientation can be considered
OTHERS:
Reporting to: Branch Manager
The Role:
Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process
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