Relationship Officer Roles and Responsibilities for the share market company.
1 Need to generate leads via social media, tele calling in share market field.
2 Daily basis to do tele calling and status updates in CRM.
3 Daily basis need to clear follow ups should not be in escalated leads.
4 If one client ready to open account need fix with him appointment.
5 RO should verify all the kyc documents before entering EKYC .
6 Once client opened with us need to give basic demo RO should share client ID , Back office client process pay in and pay out methods.
7 Client feedback update by weekly Saturday need to update in CRM.
8 RO should keep good relationship with clients and should his/her clients with good and soft manner.
Experience
1 - 5 Years
No. of Openings
10
Education
Graduate
Role
Relationship Officer
Industry Type
Banking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office