AGE Limit : 26 yrs
Key responsibilities of a Relationship Officer may include:
Client Acquisition and Management:
Actively seeking new clients, identifying potential business opportunities, and managing a portfolio of existing clients.
Needs Analysis:
Conducting thorough client consultations to understand their financial goals, risk tolerance, and specific needs.
Product Recommendation:
Presenting and recommending suitable financial products and services aligned with client needs, including loans, investments, insurance, and banking solutions.
Relationship Building:
Maintaining regular communication with clients, providing updates on their accounts, and proactively addressing any concerns.
Cross-Selling and Upselling:
Identifying opportunities to cross-sell additional products and services to existing clients to maximize business potential.
Customer Service:
Handling client inquiries, resolving issues promptly, and ensuring a positive customer experience.
Compliance and Reporting:
Adhering to all regulatory requirements, maintaining accurate client records, and providing necessary reports to management.
Experience
0 - 2 Years
No. of Openings
5
Education
B.A, B.C.A, B.B.A, B.Com, Any Bachelor Degree
Role
Relationship Officer
Industry Type
Banking / Financial Services / Stock Broking
Gender
Male
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Walk-in interview location
ANS Dhivayam opp, Narasothipatty,near d-mart way, Salem
0 - 2 Years
5 Openings
1.5-2.0 Lac/Yr
Walk in interview
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