Verified Job
Accounting - Finance
Relationship Officer
Accounting - Finance
#274771
Remote / WFH
Job Description
Job Description
Description for Internal Candidates
Business Description
811 Digital Sales RO vertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts.
We also cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship.
We ensure high level of customer service to our 811 customers with assistance of Product operation group (POG)
Job Role:
Engaging with customers to enrich the relationships and garner higher wallet share of the customers
Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention.
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
Cross – selling
Balance Builder products :
Demat,Trading,Credit Cards/FD/RD
Build a Loan Porftolio : Personal,Auto,Two-wheeler,Gold,Home, LAP,LAS and more
Third Party Products :
Insurance such as General and Life,etc, Mutual Funds
Other banking products as per customer's need
Prioritizing 360° customer engagement
Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.
Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS
Ensure that the defined parameters for opening of a new account are met as per the process and compliance
Job Requirements:
MBA/Graduate
AMFI & IRDA Certification an added advantage for customer orientation
Excellent Interpersonal skills – Written and oral.
Good interpersonal and sales skills with strong people and time management
Description for Internal Candidates
Business Description
811 Digital Sales RO vertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts.
We also cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship.
We ensure high level of customer service to our 811 customers with assistance of Product operation group (POG)
Job Role:
Engaging with customers to enrich the relationships and garner higher wallet share of the customers
Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention.
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
Cross – selling
Balance Builder products :
Demat,Trading,Credit Cards/FD/RD
Build a Loan Porftolio : Personal,Auto,Two-wheeler,Gold,Home, LAP,LAS and more
Third Party Products :
Insurance such as General and Life,etc, Mutual Funds
Other banking products as per customer's need
Prioritizing 360° customer engagement
Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.
Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS
Ensure that the defined parameters for opening of a new account are met as per the process and compliance
Job Requirements:
MBA/Graduate
AMFI & IRDA Certification an added advantage for customer orientation
Excellent Interpersonal skills – Written and oral.
Good interpersonal and sales skills with strong people and time management
