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Verified Job Accounting - Finance

Relationship Officer

Surat, Gujarat
Accounting - Finance
#566654
Remote / WFH

Job Description

We are hiring for the role of Relationship Officer in Surat, responsible for driving business growth through designated bank branches. The ideal candidate should have a basic understanding of banking products and sales.

Position: Relationship Officer - Banking
Location: Surat, Gujarat (Branch location may vary)
Qualification: Graduation or higher
Experience: 0 – 4 years in sales (Freshers are welcome to apply)

Job Overview:
To be considered for this role at SBI Bank in Surat, candidates must meet the following requirements:
• A graduate from any field with no pending backlogs
• Willingness to engage in inside sales in the Surat area
• A balanced focus on both service and sales, with a preference for sales skills
• Strong knowledge of banking services
• Emphasis on customer retention and process efficiency

Key Responsibilities:

As a Relationship Officer in Surat, your responsibilities will include client acquisition, product demonstrations, and promoting new digital products.
• Source business through allocated bank branches in Surat.
• Focus on acquiring broking clients.
• Activate clients for trading after acquisition.
• Acquire and retain new clients, including high-net-worth individuals (HNIs).
• Greet customers and guide them to the appropriate service counters.
• Develop a thorough understanding of the bank’s products and services to assist customers and distribute product brochures/forms.
• Provide demonstrations and guidance to customers initiating trading activities post-account opening

About us:
BFSIJob.in is your go-to platform for discovering and applying to top BFSI company jobs across Gujarat. BFSIJobs offers the quickest and most convenient way to explore and apply to the latest job opportunities in Surat, Gujarat
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