Relationship Officer

Job Description:

• To Achieve channel wise targets (New & customer Retention)
• To Achieve desired Branch & LBS Activation targets.
• To Create a healthy Product Mix with traditional 50%
• To Create a healthy pool of lead generators across branches

Typical Target and Measures:

• Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM
• Achieve Traditional Product Mix target
• Achieve Customer Retention targets for the portfolio
• Achieve targets as prescribed for Branch/LBS activation for bank
• Ensure timely PFR reporting and NIL PIR pending
• Ensure Customer Complaints 1% of book
• Achieve defined metrics as per Sales Force Management process/guidelines

Customers/Stakeholders:

• Provide support to BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets.
• Provide support and training for timely Submission, Pendency, and Issuance management.
• Conceptualize and implement local business development initiatives for lead generation and focused sales.
• Provide key inputs on business health to Branch Heads and agree on tactical initiatives to increase lead generators & their contribution

Qualifications and Education Requirements: Graduate