Relationship Officer

Gipsconsultancy

Relationship Officer

KRAs:

Customer book handling . Generating additional revenue from existing customers by targeting higher wallet

share & cross sales of bank products.

To handle customer service requirements like account opening, DMAT account opening, grievances, liability

product selling, education on product features, cheque book issuance.

Achievement of Sales targets for CASA no & Value, etc for bank and investment products (TD, GI , LI , DMAT,

MF). Going beyond the professed need of the customer by providing other products. Enhancement of

customer value.

Cross-sale of assets products.

Quality of advice given to customers as determined by customers and supervisor.

Speed and efficiency of service given.

Back-up to relationship managers/BM holding HNI relationships.

Ensure low attrition ratios.

EXPERIENCE, QUALIFICATIONS & QUALITIES:

Graduates with total experience of 2-5 years with relevant exp of atleast 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.

Experienced customer service candidates from financial services ( those from MFund, securities

houses etc) with sales orientation can be considered

• Experience

  2 - 5 Years

• No. of Openings

  50

• Education

  Any Bachelor Degree, M.B.A/PGDM

• Role

  Customer Relationship Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office