Relationship Officer - Bengaluru, Karnataka, India - Shree Adishakthi Consultancy

Shree Adishakthi Consultancy
Shree Adishakthi Consultancy
Verified Company
Bengaluru, Karnataka, India

2 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.

  • Build a database of customer leads through references, opening stalls in areas where there are higher
number of footfalls - like apartment complexes, shopping areas etc., door to door visits, distribution of

pamphlets etc.

  • Schedule meetings with potential liabilities customers and understand their requirement; thereafter
presenting them with the most suitable products and explaining the features/benefits.

  • Communicate clearly to customers on the requirements for various types of products & services for
example, charges for maintaining a locker, minimum balance to be maintained etc., and on the

documents required to be submitted to bank with Equitas.

  • Ensure that all customer documents are verified with originals and are handled with care and
confidentiality.

  • Complete all account opening related processes accurately so that the customer experience is
enhanced and forms the foundation of a long relationship with the bank.

  • Maintain continuous communication with customers on the status of their account opening process.
  • Frequently communicate with newly signed up customers and assist them with additional products and
services based on their requirements - for example, relevant loan products, investment products etc.

  • Build reference network from newly signed up customers for potential leads.
  • Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the
supervisor.


Salary:
₹300, ₹450,000.00 per year


Benefits:


  • Health insurance
  • Life insurance

Schedule:

  • Day shift

Supplemental pay types:

  • Performance bonus
  • Yearly bonus

Application Question(s):

  • Do you have any sales experiance like CASA/ LI/CC/ FMCG/ Pharma ?

Education:


  • Bachelor's (required)

Experience:

- total work: 1 year (required)

  • Customer service: 1 year (preferred)

Language:


  • English and local Languages (required)

License/Certification:

  • Driving Licence (required)

Willingness to travel:

  • 100% (preferred)

Work Location:
In person
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