Relationship Officer

5 days ago


Cochin, Kerala, India SkillLabs Full time ₹ 4,00,000 - ₹ 6,00,000 per year

Key Roles And Responsibilities

  • Customer Acquisition & Sales:

  • Source new customers for Current Account and Savings Account (CASA) through various channels like cold calls, referrals, and walk-ins.

  • Achieve monthly and quarterly CASA sales targets set by the bank.
  • Cross-sell banking products such as FD, RD, insurance, mutual funds, and other retail assets.

  • Relationship Management:

  • Build and maintain strong relationships with high-value customers.

  • Provide personalized banking solutions to enhance customer satisfaction and loyalty.
  • Ensure high levels of customer service and query resolution.

  • Portfolio Management:

  • Manage and grow the portfolio of CASA customers.

  • Monitor account activity to identify opportunities for cross-selling or risk management.
  • Ensure zero leakage of income and maintain KYC and AML compliance.

  • Branch Coordination:

  • Work closely with the branch operations and service teams to ensure smooth customer onboarding.

  • Participate in local marketing activities and branch-level campaigns to drive business.


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