Relationship Officer

Handle customer service requirements like account opening, DMAT account
opening, grievances, liability product selling, liability on product features, Cheque
book insurance.
• Speed and efficiency of service given
• Sales targets for banks and investment products.
• Going beyond the professional need of the customer by providing other products.
Enhancement of customer value
• Cross-sale of asset products
• Back-up to relationship managers holding HNI relationship
• Customer acquisition through referrals
• To manage Cost efficiency through process
• Customer Retention

Keyskills