Skillsquad - Relationship Officer - Banking (0-3 yrs)
Relationship Officer Bank Includes :
A Relationship Officer in a bank is responsible for building and maintaining strong relationships with clients and ensuring their financial needs are met.
Key responsibilities include :
- Managing and growing a portfolio of clients through effective relationship-building.
- Understanding clients' financial goals and providing suitable banking solutions.
- Collaborating with internal teams to ensure excellent customer service.
Job Brief :
In this role, a Relationship Officer in a bank is responsible for :
- Identifying and pursuing new business opportunities with potential clients.
- Conducting financial assessments to understand clients' needs and risk tolerance.
- Providing financial advice and recommending appropriate banking products.
- Ensuring compliance with banking regulations and policies.
- Maintaining accurate and up-to-date client records and interactions.
Responsibilities :
- Building and maintaining strong, long-lasting customer relationships.
- Meeting and exceeding sales targets for banking products and services.
- Resolving client issues and ensuring high levels of customer satisfaction.
- Keeping abreast of industry trends and changes in financial regulations.
- Collaborating with cross-functional teams to enhance the overall customer experience.
