Relationship Officer
7 months ago
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)
**Speak with the employer**
+91 9629430795
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