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RO (Relationship Officer) Current Account
Bhagat Outsourcing Consultancy Service

Experience

Freshers (0-1) Years

Salary

3-6 Lakhs

Location

Karnataka-Bangalore
Posted - 461 days ago
Applications - 5
Vacancies- 1
Job Description

ROLES AND RESPONSIBILITIES

  • 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.

Designation

RO (Relationship Officer) Current Account

Key Skills
Banking SalesCommunication Skills
Industry

HR Services

Functional Area

Staffing and Recruiting

Employment Type

Full Time

Education

Bachelor Degree

Job Type

Work From Office

Assessment Details

Relationship Associate Quiz

30 Minutes

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