Relationship Officer

1 day ago

Hyderabad, Telangana, India Vipany Group Full time

Relationship Officer
 
 
The Role involved sales of all banking products with the given portfolio, A relationship sales officer is a professional whose responsibilities include managing customer expectations, identifying new business markets, recording daily customer transactions-analyse the needs and accordingly cross sell various banking products such as Current/Saving accounts, Loan products & third party products like Insurance & Mutual funds KRAs:
To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
Quality of advice given to customers as determined by customers and supervisor.
Speed and efficiency of service given.
Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
Cross-sale of assets products.
Back-up to relationship managers holding HNI relationships.
Ensure low attrition ratios.
Customer acquisition through referrals from existing customers THE ROLE (bold):
REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS

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