Relationship Officer

2 days ago

Surat, India kapil consultancy Full time

**Job Role**:

- Engaging with customers to enrich the relationships and garner higher wallet share of the customers
- Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention.
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
- Cross - Selling
- Balance Builder products : Demat, Trading, Credit Cards/FD/RD
- Build a Loan Portfolio : Personal, Auto, Two-wheeler, Gold, Home, LAP,LAS and more
- Third Party Products : Insurance such as General and Life, etc., Mutual Funds
- Other banking products as per customer’s need
- Prioritizing 360° customer engagement
- Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.
- Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS
- Ensure that the defined parameters for opening of a new account are met as per the process and compliance

**Job Requirements**:

- MBA/Graduate
- Excellent Interpersonal skills - Written and oral.
- Good Interpersonal and Sales Skills with Strong People and Time Management

Pay: Up to ₹450,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

- Surat, Gujarat: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 4 years (preferred)
- Customer service: 1 year (preferred)

**Language**:

- English (preferred)

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