A Bank Officer / Relationship Manager (RM) is responsible for managing customer relationships, acquiring new customers, and promoting banking products and services to achieve business targets.
Key Responsibilities
Build and maintain relationships with existing and prospective customers.
Acquire new customers for savings accounts, current accounts, fixed deposits, loans, credit cards, insurance, and investment products.
Understand customer financial needs and provide suitable banking solutions.
Cross-sell and up-sell bank products to achieve sales targets.
Ensure high levels of customer satisfaction and service quality.
Handle customer queries, complaints, and service requests.
Conduct customer meetings and field visits when required.
Maintain customer records and ensure compliance with KYC and regulatory guidelines.
Generate leads through references, cold calling, and networking activities.
Coordinate with branch operations and other departments for smooth customer service.
Eligibility Criteria (Typical)
Qualification: Graduate in any discipline (Postgraduates may be preferred for some roles).
Age: As per bank recruitment norms.
Freshers with good communication skills may be considered for entry-level roles.
Sales or banking experience is preferred.
Bike and valid driving license may be required for field-sales positions.
Required Skills
Excellent communication and interpersonal skills.
Customer relationship management.
Sales and negotiation skills.
Problem-solving ability.
Basic computer and MS Office knowledge.
Target-oriented approach.
Career Growth
Relationship Manager
Experience
0 - 2 Years
No. of Openings
15
Education
Graduate (B.A, B.C.A, B.B.A, B.Com, B.Sc)
Role
Bank Officer
Industry Type
Banking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office