Relationship Officer

Unity Small Finance Bank

2 - 6 years

2 - 5 Lacs

Mumbai Suburban Mumbai (All Areas)

Posted:1 month 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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