Relationship Officer

☞ CYFRIFPRO

View: 111

Update day: 06-05-2024

Location: Angul Odisha Sambalpur

Category: Consulting / Customer Service Production / Operation

Industry: Banking

Position: Associate/Senior Associate -(NonTechnical)

Job type: Full Time, Permanent

Experience: 0 - 2 years

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Job content


Roles & Responsibilities:-

# We are looking for a smart and dynamic professional.

# Who will be responsible for respective location relationship and clients service including allotted location revenue budget.

# Maintain good relationship with clients and convert referral cases on time.

# Comply with the process and procedures made by the Organisation and ensure its effective implementation during the complete contract making process.

# Manage the documentation at every point of time and Identify the deviations and keep them into the notification of the Management.

# Prepare various reports on daily, weekly, fortnightly and monthly basis.

# Create New Leads form allotted portfolio and Continue follow ups with clients and achieve month & month budget.

# Need to maintain good relationship with portfolio clients and generate new leads of Home Loan, Business Loan, Loan Against Property and Lease Rent Discounting etc as well as Mutual fund files & etc.

# Weekly and Monthly bank reconciliation - Need to ensure higher accuracy achievement ratio for all clients and resources- reconcile Accounts Receivable and Accounts Payable to the General Ledger - Balance Sheet review and etc.



Desired Candidate Profile:-

# B. Com- Commerce OR PG: M. Com- Commerce

# Confident and Result Oriented.

# Good at Communication.

# Good in MS Office.

# Good Follow Up Skills
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Deadline: 20-06-2024

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