BM/ABM/CRE/Relationship officers

3 days ago

Palakkad, Kerala, India Oleevia Group of Companies Full time

Key Responsibilities:

Acquire new customers for Non. Convertiable Debenture(NCDs), (CCD), and other liability products through field visits, referrals, and branch walk-ins.

Assist in promoting and selling third-party financial products, including life/general insurance and digital banking services.

Perform in-depth customer profiling to identify cross-selling opportunities and offer suitable financial solutions.

Ensure proper customer on boarding, documentation, and adherence to KYC/AML guidelines as per regulatory and company standards.

Build and maintain long-term relationships with customers by providing personalized service and proactive follow-ups.

Maintain daily logs of customer interactions, leads, conversions, and service requests in internal CRM systems.

Collaborate with internal teams (operations, credit, and compliance) to resolve queries and ensure seamless customer service.

Participate in local marketing campaigns, customer outreach programs, and financial awareness drives organized by the branch.

Attend regular product and sales training sessions to stay updated on offerings and regulatory requirements.

Achieve individual sales and service targets as defined by the branch/business head.

Candidate Profile:

Graduate in any stream (Commerce, Finance, or Business preferred).

Fresher's may apply; candidates with up to 2 years of sales or customer relationship experience in a Bank or NBFC will be given preference.

Basic knowledge of financial products such as NCDs, insurance, or digital banking is a plus.

Strong interpersonal and communication skills.

Energetic, self-motivated, and target-oriented.

Willing to travel locally for client meetings and field sourcing.

What We Offer:

Competitive salary with performance-linked incentives

Extensive product and soft skills training

Growth opportunities within branch and regional banking roles

Dynamic work culture with a focus on learning and development

Job Type: Full-time

Pay: ₹8, ₹29,160.00 per month

Work Location: In person

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