Relationship Officer Branch Banking

4 weeks ago

Lucknow, India AU Small Finance Bank Full time

Open Positions:

Role & Responsibilities:

  • Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs)
  • Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.
  • Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
  • Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk-ins, referrals from existing customers, through industry bodies and associations and through running industry
  • Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities.
  • Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers.

Preferred Candidate Profile:

  • 1 - 3 years of experience in Field Sales (Liability / Insurance sales preferred)
  • Selling skills, good communication skills, fluently speaks and understands local language.
  • Customer service attitude, Negotiation & Relationship building Skills.
  • Ability to convince the customers
  • Ability to work under pressure

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