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Relationship Officer

3 months ago


Gandhipuram Coimbatore Tamil Nadu, India MSE FINANCIAL SERVICES LTD Full time
Relationship Officer Roles and Responsibilities.

1 Need to generate leads via social media, tele calling and field work.
2 Daily basis to do tele calling and status updates in CRM.
3 Daily basis need to clear follow ups should not be in escalated leads.
4 If one client ready to open account need fix with him appointment.
5 RO should verify all the kyc documents before deciding EKYC or KYC.

6 Once client opened with us need to give basic demo RO should share client ID, Back office client process pay in and pay out methods.

7 Client feedback update by weekly Saturday need to update in CRM.
8 RO should keep good relationship with clients and should his/her clients with good and soft manner.

Job Types:
Full-time, Regular / Permanent

Salary:
Up to ₹39,999.00 per month

Benefits:

  • Flexible schedule
  • Health insurance
  • Provident Fund

Schedule:

  • Day shift

Supplemental pay types:

  • Performance bonus

Experience:

- total work: 1 year (preferred)

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