Relationship Officer - Banking/Financial Services (2-4 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 :
- Graduates with total experience of 2-5 years with relevant exp of atleast 1 year in financial services or banks.
- 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 Managers
Role :
- Revenue Generation, Customer Acquisition, Customer Retention, Cost
- Efficiency Through Process
If you are Interested then you can apply.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
