Relationship Officer

Job opening at Sagar

Location

Sagar

Address

Sagar

Employment

Full Time

Qualification

Any Graduate

Payment

200000 to 300000

Date Posted

2025 Jan,04

HR

Deepali Trainee 2

Contact

deepali.trainee2@white-force.com

Mobile

93028 07707


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.



Job requirements

  • Experience: 0 to 4 Year.
  • Education : Any Graduate
  • Specilization : Any...
  • Skills :
  • Industry Type : Banking / Financial Services / Broking
  • Status : Not Disclose.