Relationship Officer

Job Description

Job Description :- Engaging with customers to enrich the relationships and garner higher wallet share of the customers Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients. Cross selling Balance Builder products : Demat, Trading, Credit Cards/FD/RD Build a Loan Portfolio : Personal, Auto, Two-wheeler, Gold, Home, LAP, LAS and more Third Party Products : Insurance such as General and Life etc, Mutual Funds Other banking products as per customer’s need Prioritizing 360 customer engagement Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay. Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS Ensure that the defined parameters for opening of a new account are met as per the process and compliance Desired Candidate Profile :- Fresher’s with zeal to work into Core Sales are most welcome. Good communication and presentation skills. Willing to travel extensively within the city limits. 2 or 4 wheeler with Valid Driving License and Vehicle RC and smart phone is mandatory. Liability Sales experience or KYC knowledge is an added advantage. Graduates Mandatory