HR Consultant at SBES Pvt Ltd
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Relationship Officer/Relationship Manager - Sales - Bank (2-5 yrs)
Relationship Officer, Relationship Manager
RO Job Description :
- Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance.
- Speed and efficiency of service given
- Sales targets for banks and investment products.
- Going beyond the professional need of the customer by providing other products. Enhancement of customer value
- Cross-sale of asset products
- Back-up to relationship managers holding HNI relationship
- Customer acquisition through referrals
RM Job Description :
- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
- Sources new bank customers through external individual efforts and acquisition channel.
- Cross sells bank products to existing set of Branch customers which are mapped.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction
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