
Relationship Officer Current Account
2 days ago
**Hiring: Relationship Officer (Current Account)**
**Designation**: Relationship Officer (CA)
**Location**: Chennai - Velachery, T Nagar, Nanganallur, Ashok Nagar
**Experience**: 1 - 4 years in Sales (Banking, Insurance, Direct Sales)
**Industry**: Banking & Financial Services
**Travel**: Extensive (Local Travel)
**About the Role**:
We are looking for a **Relationship Officer (CA)** to drive the acquisition of **New-to-Bank liability relationships (Current Accounts, Deposits & HNI Clients)** and provide exceptional service to strengthen these relationships.
**Key Responsibilities**:
Identify potential customer catchment areas and generate leads through field sales, networking, and marketing activities
Engage with potential clients to understand their banking needs and recommend suitable products
Ensure seamless account opening with accurate document verification and compliance
Educate customers on product features, charges, and documentation requirements
Maintain continuous follow-up with customers to enhance engagement and offer cross-selling opportunities
Build strong customer relationships to generate future business referrals
Maintain daily sales reports and align with the sales team on targets and strategies
**Experience**: 1 - 4 years in field sales roles (Banking, Insurance, Credit Cards, Pharma, Telecom, Consumer Durables)
**Skills**: Strong sales acumen, problem-solving, interpersonal skills, and resilience in a target-driven environment
**Education**: Graduate in any discipline
**Languages**: Fluency in English & regional language required
**Tech Skills**: Basic MS Office knowledge
**Why Join Us?**
Competitive salary & incentive structure
Career growth opportunities in retail banking
Opportunity to work with a leading financial institution
Hiring #SalesJobs #BankingJobs #RelationshipOfficer #CASASales #BusinessDevelopment
**Job Types**: Full-time, Permanent
Pay: ₹450,000.00 per year
**Benefits**:
- Cell phone reimbursement
- Commuter assistance
- Health insurance
- Provident Fund
Schedule:
- Day shift
**Language**:
- English (preferred)
Work Location: In person
**Speak with the employer**
+91 9384815170
-
Relationship Officer
2 weeks ago
Branch Banking>South >Tamil Nadu>Chennai >Chennai Direct>Chennai Direct>Chennai>>Ashok Nagar, India Equitas Small Finance Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRelationship Officer Role Category Category Weightage Parameters Parameter Weight % Target CA - Relationship Office Quantitative Parameters % MoM CA NTB (in Nos % CA - Relationship Office Quantitative Parameters % MoM SA NTB (in Nos % CA - Relationship Office Quantitative Parameters % MoM Asset...
-
Sales Officer
7 days ago
Chennai, Tamil Nadu, India I Mates Consultants Full timeScope of the Role As a Sales Officer for Current Accounts, you will be responsible for developing and maintaining relationships with our current customers. You will be the face of our company, providing excellent customer service and ensuring that our customers are satisfied with their experience. You will be the go-to person for any questions or concerns...
-
Chennai, Tamil Nadu, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree As a Relationship Officer for Kotak 811 Digital Sales you will be responsible for acquiring new customers through open market activities and driving sales of financial products This is a high-energy field-based role focused on building relationships achieving sales targets and expanding the bank s digital...
-
Relationship Officer
58 minutes ago
Chennai, Tamil Nadu, India STAR INDUSTRIAL PRODUCTS Full timeClient Relationship Management: Build and maintain strong, long-lasting relationships with clients. Act as the primary point of contact for clients, addressing their queries and concerns. Follow up on customer complaints and issues to ensure resolution. 2. Business Development: Identify new business opportunities with existing clients by understanding their...
-
Relationship Officer
2 days ago
Chennai, Tamil Nadu, India S Cares Services Pvt ltd Full time**ROLE **:RELATIONSHIP OFFICER **EXPERIENCE **:FRESHER & EXPERIENCED **SALARY**: - FOR FRESHERS 14,000-15,000 (take home) - FOR EXPERIENCE UP TO 18,000 BASED ON YOUR EXPERIENCE. - PLUS PF, INCENTIVES, ESIC, ALLOWANCE 2500. **CONTACT **: PRAVEEN: 8925220941, KRISHNA: 99528 29540, RAJESH: 97899 77540 **Job Types**: Full-time, Fresher Pay: ₹14,000.00 -...
-
Relationship Officer
7 days ago
Anna Salai, Chennai, Tamil Nadu, India ARK Canton Enterprises Full time**Position**: Relationship Officer **Roles and Responsibilities**: - Coordinate project management activities, resources, equipment and information. - Receive and acknowledge the client’s enquiry via portal or directly. - Collaborate with the estimator to calculate costs and provide a quote to the client. - Engage with the client to get feedback or...
-
Branch Relationship Officer
2 weeks ago
Chennai, Tamil Nadu - Poonamallee, Tamil Nadu, India Equitas Small Finance Bank Full timeDevelop consistent pipeline of applications from good quality customers who require finance for purchase of Used cars through direct sourcing Dealers DSAs market references etc Effectively manage relationships with all customers by responding to their requirements in a timely and professional manner Ensure that all documentation and information related...
-
Account Executive
7 days ago
Coimbatore, Tamil Nadu, India SELVA KUMAR CHARTERED ACCOUNT & CO Full timeACCOUNTS EXECUTIVE Job Overview: Our Book Keeping, Taxation and Accounting firm is seeking an experienced Key Responsibilities: - Manage a portfolio of client accounts, including bookkeeping, accounts payable and receivable, and reconciliations. - Prepare and file monthly, quarterly, and annual tax returns. - Prepare financial statements, including profit...
-
Relationship Officer
1 week ago
Gandhipuram, Coimbatore, Tamil Nadu, India MSE FINANCIAL SERVICES LTD Full timeRelationship 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...
-
Bank Officer
7 days ago
Chennai, Tamil Nadu, India I Mates Consultants Full timeScope of the Role - Responsible for Current Account sourcing for bank - Should have to deal with Business Clients for opening new accounts, process transactions, and resolve any issues they may have. - Will be responsible for providing excellent customer service and managing customer accounts. - Provide a range of current account services to customers - Open...