Relationship Officer

Skywings Advisors Private Limited

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

• No. of Openings

  50

• Education

  Any Bachelor Degree

• Role

  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