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Surat
Relationship Officer
KRAs:
To handle customer service requirements like 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.
EXPERIENCE, QUALIFICATIONS & QUALITIES:
Graduates with total experience of 4-6 years with relevant exp of at least 1 year in financial services or
banks.
MBA with lesser experience is also OK.
Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will
be
acceptable.
AGE: 23-30 years
TARGET COMPANIES:
- Foreign Banks
- New Pvt Sector bank/ NBFCs/ Securities
OTHERS:
Reporting to: Branch Manager
THE ROLE (bold):
REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST
EFFICIENCY THROUGH PROCESS
Experience | 1 - 7 Years |
Salary | 2 Lac 50 Thousand To 4 Lac 50 Thousand P.A. |
Industry | Sales & Marketing / Business Development / Telecaller |
Qualification | Other Bachelor Degree |
Key Skills | Sales Field Sales Field Work CASA Current Account Saving Account Banking sales Customer Relationship walk in |
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