Walk-Ins Interview For Looking For Relationship Officer

Key Skills

Relationships With Clients By Understanding Their Needs Providing Suitable Financial Products or Services Addressing Concerns and Ensuring Their Overall Satisfaction

Job Description

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

    B.A, B.C.A, B.B.A, B.Com, Any Bachelor Degree

  • 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

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