Relationship Officer
3 weeks ago
**Key Responsibilities**
- Provide financial solutions to the Priority customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities
- Deepen the existing relationships by cross selling the Bank’s products and services/ third party investment products
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
**Salary**: ₹15,000.00 - ₹22,000.00 per month
**Benefits**:
- Cell phone reimbursement
Shift:
- Day shift
Supplemental pay types:
- Performance bonus
Travel requirement:
- Travel
Ability to commute/relocate:
- Mohali, Punjab: Reliably commute or willing to relocate with an employer-provided relocation package (required)
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work (preferred)
Willingness to travel:
- 50% (preferred)
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