Relationship Officer builds and maintains strong, long-term relationships with clients to understand their needs, provide tailored financial solutions, and ensure high customer satisfaction. They drive business growth by cross-selling products, resolving issues, managing portfolios, and meeting sales targets while ensuring compliance.
Client Management: Building rapport with clients to enhance retention, providing tailored financial advice, and acting as the primary point of contact.Sales & Revenue Generation: Identifying opportunities to cross-sell banking, insurance, or investment products (e.g., loans, mutual funds) to meet monthly targets.Service & Support: Resolving customer queries, complaints, and issues efficiently.Portfolio Review: Conducting regular portfolio checks to offer relevant products and review financial goals.Market Outreach: Generating new leads through marketing initiatives, networking, and visiting potential clients
Job Types: Full-time, Fresher
Pay: ₹19,838.97 - ₹35,926.23 per month
Benefits:
- Commuter assistance
- Flexible schedule
- Internet reimbursement
- Leave encashment
Work Location: In person
