Customer Relationship

2 weeks ago


Bangalore Metropolitan Area, India Waytogo Consultants Full time
  • Offering solutions and Cross selling Bank’s retail banking and third-party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.)
  • Achieve Business budgets as assigned by the organization on a monthly basis consistently.
  • Generating referrals and leads of new customers for the sale of the bank’s products.
  • Promoting the bank’s products by taking part in marketing activities and customer visits outside the branch.
  • Contact existing customers for bringing in more deposits and cross-selling of the bank's products.
  • Timely and accurate processing of customer transactions and requests.
  • Handle customer queries and provide correct solutions to ensure there are no customer complaints.
  • Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time.
  • Ensure that all audit requirements of the bank meet optimum audit rating.
  • Complete all mandatory certifications required for the role (EUIN, SP Certification etc.)
  • Complete all learning activities/training conducted by the bank from time to time.
  • Daily entry of interaction with customers in the bank’s CRM system.
  • Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time


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  • Customer Relationship

    2 weeks ago


    Greater Bengaluru Area, India Waytogo Consultants Full time

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  • Relationship Manager

    1 month ago


    Bangalore Metropolitan Area, India Waytogo Consultants Full time

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