HR at Freelance Associated with Consultant
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Relationship Officer - Sales - Demat Account (1-5 yrs)
1. Responsible to handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
2 Advice customers on various banking and financial products and services offered by the bank.
- Customer acquisition through referrals from existing customers.
- Engage with assigned portfolio of bank customers
3 Achieve sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products.
4 Responsible to cross sell other bank products introduced and meeting business objectives
Adhering to all Policies and terms.
5 Act as a back-up to relationship managers holding HNI relationships.
6 Ensure low attrition ratios.
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