Client Relationship Officer

6 days ago

Coimbatore, 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

**Salary**: ₹10,000.00 - ₹45,000.00 per month

**Benefits**:

- Leave encashment
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)
- Customer service: 1 year (preferred)

**Language**:

- English (preferred)

**Speak with the employer**

+91-XXXXXXXXXX

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