Relationship Officer

Role & responsibilities :-

• Generate new customer leads through various channels
• Proactively identify sales prospects and conduct business development activities
• Follow up on new leads and referrals to generate business
• Achieving the monthly sales targets, cross sell assets and fee products
• Follow various internal guidelines and procedures of the bank
• Ensure customer satisfaction through regular engagement and enhance customer wallet share.
• Resolve customer queries/issues and facilitate customer service
• Maintain periodic status reports, including daily activity report and calls/follow-ups made
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Portfolio management of customers between identified thresholds.
• Activation of inactive accounts
• Cross sell Liability, Assets and TPP Products.
• Upsell and up tier customers to higher variant of products and services
• Achieve monthly budgets.
• Service walks ins and existing customer in branch and outside of branch
• TDS, 15G, 15H handling in branch
• Get additional NTB customers to the bank
• Customer on-boarding
• Adherence to Banks and regulatory guidelines