Relationship Officer

3 weeks ago

agartala, India OMBIKA E-Commerce Services Private Limited Full time

Responsibilities:

  • Identify potential customers through databases, cold calling, follow up leads and telephone/personal contacts etc.
  • To sell Personal finance products to the specified target customers/segments and meet monthly sales targets.
  • To contact potential customers and convince them about the bank’s product offerings.
  • Major accountability for a Relationship Officer is to ensure that business is solicited as per the Shariah guidelines/process.
  • Ensuring that the conclusions on all the business sourced on Telesales leads, should be reported to ARM/RM.
  • To ensure that prospects are clearly communicated about the bank charges/terms and conditions.
  • To ensure “Know Your Customer” requirements as prescribed by the bank are duly adhered to. All the legal and compliance guidelines provided by the bank are adhered to.
  • Data confidentiality and secrecy norms of the bank are adhered to.
  • To ensure that no customer application is misplaced and is kept in safe custody.
  • To ensure that code of the conduct as per the bank bank’s policy are adhered to.

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