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Relationship Officer
2 months ago
Job Information
Industry
- BankingWork Experience
- 1-3 yearsSalary
- Upto 5.50 Lac Per AnnumCity
- LudhianaState/Province
- PunjabCountry
- IndiaZip/Postal Code
- 141001- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
- Liability Product selling, education on product features
- Acquire new customers through referrals from existing customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the customers requirement.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Achievement of income plans and other benchmarks within portfolio
**Requirements**:
- REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS
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