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Unity Small Finance Bank
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Relationship Officer

Relationship Officer

Unity Small Finance Bank

2 - 6 years

2 - 5 Lacs

Mumbai Suburban Mumbai (All Areas)

Posted:10 hours ago| Platform:

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Skills Required

Liability Products Cross Selling Casa Acquisition Casa Sales Branch Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Interested Candidate share their resume on below email ID Shwetal.rawool@unitybank.com / 9324763646 Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service Maintain periodic status reports, including daily activity report and calls/follow-ups made Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Portfolio management of customers between identified thresholds. Activation of inactive accounts Cross sell Liability, Assets and TPP Products. Upsell and up tier customers to higher variant of products and services Achieve monthly budgets. Service walks ins and existing customer in branch and outside of branch TDS, 15G, 15H handling in branch Get additional NTB customers to the bank Customer on-boarding Adherence to Banks and regulatory guidelines

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Unity Small Finance Bank

theunitybank.com/

Banking

Mumbai

1001-5000 Employees

38 Jobs

Key People

Rajesh Kumar

Chief Executive Officer
Suman Verma

Chief Financial Officer
Priya Iyer

Head of Operations

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