Walk-Ins Interview For Looking For Relationship Officer

AGE Limit : 26 yrs

Key responsibilities of a Relationship Officer may include:

Client Acquisition and Management:

Actively seeking new clients, identifying potential business opportunities, and managing a portfolio of existing clients.

Needs Analysis:

Conducting thorough client consultations to understand their financial goals, risk tolerance, and specific needs.

Product Recommendation:

Presenting and recommending suitable financial products and services aligned with client needs, including loans, investments, insurance, and banking solutions.

Relationship Building:

Maintaining regular communication with clients, providing updates on their accounts, and proactively addressing any concerns.

Cross-Selling and Upselling:

Identifying opportunities to cross-sell additional products and services to existing clients to maximize business potential.

Customer Service:

Handling client inquiries, resolving issues promptly, and ensuring a positive customer experience.

Compliance and Reporting:

Adhering to all regulatory requirements, maintaining accurate client records, and providing necessary reports to management.

• Experience

  0 - 2 Years

• No. of Openings

  5

• Education

  Graduate (B.A, B.C.A, B.B.A, B.Com)

• Role

  Relationship Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Walk-in interview location

  ANS Dhivayam opp, Narasothipatty,near d-mart way, Salem