Relationship Officer

Job description

Key Responsibilities:

Client Relationship Management:

• Build and maintain positive relationships with retail and corporate banking clients.
• Serve as the first point of contact for client inquiries, providing prompt and efficient resolutions.
• Conduct regular follow-ups to understand client needs and provide appropriate financial solutions.

Sales and Business Development:

• Identify and develop new business opportunities by promoting banking products such as savings accounts, loans, credit cards, and investment products.
• Assist clients in selecting suitable banking services to meet their financial needs.
• Meet and exceed assigned sales targets for banking products and services.

Customer Support:

• Provide clients with comprehensive information about banking policies, procedures, and financial products.
• Handle customer complaints or concerns, ensuring timely and effective resolution while maintaining a high level of customer satisfaction.
• Ensure adherence to compliance, risk, and service quality standards.

Account Management:

• Process and manage client account openings, closures, and updates in compliance with KYC (Know Your Customer) regulations.
• Assist with documentation and verification processes for financial transactions.
• Monitor client accounts and provide periodic updates to clients about their banking activities.

Reporting & Collaboration:

• Maintain accurate records of client interactions, sales activities, and service requests in the CRM system.
• Provide regular updates to supervisors on sales performance, client feedback, and market trends.
• Work closely with internal teams, including branch staff and product specialists, to enhance the customer experience.