Relationship Officer

1 week ago

Gandhipuram Coimbatore Tamil Nadu, India MSE FINANCIAL SERVICES LTD Full time

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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