Walk-Ins Interview For Looking For Relationship Officer

  • icon job experience 0 - 2 Years
  • icon job opening 5 Openings
  • icon salary 1.5 - 2.0 Lac/Yr
  • icon job posting Posted 59 days ago
  • walk in interview Walk in interview
  • icon job location Salem
Key Skills

Relationships With Clients By Understanding Their Needs Providing Suitable Financial Products or Services Addressing Concerns and Ensuring Their Overall Satisfaction

Job Description

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

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