Looking Relationship Officer in Salem (Jobs - Full Time Jobs)

Item ID 3103898 in Category: Jobs - Full Time Jobs

Looking Relationship Officer in Salem
AGE LIMIT : 35YRS Key responsibilities of a Relationship Officer may include: Client Acquisition and Management: Actively seeking new clients, identifying potential business opportunities, and managing a portfolio of existing clients. Needs Analysis: Conducting thorough client consultations to understand their financial goals, risk tolerance, and specific needs. Product Recommendation: Presenting and recommending suitable financial products and services aligned with client needs, including loans, investments, insurance, and banking solutions. Relationship Building: Maintaining regular communication with clients, providing updates on their accounts, and proactively addressing any concerns. Cross-Selling and Upselling: Identifying opportunities to cross-sell additional products and services to existing clients to maximize business potential. Customer Service: Handling client inquiries, resolving issues promptly, and ensuring a positive customer experience. Compliance and Reporting: Adhering to all regulatory requirements, maintaining accurate client records, and providing necessary reports to management.

Target State: Tamil Nadu Target City : Salem Last Update : 25 February 2025 2:49 PM Number of Views: 7	Item Owner : HR ADMIN Contact Email: Contact Phone: 07845324333

Friendly reminder: Click here to read some tips.

2025-03-12 (0.564 sec)