Relationship Officer - CASA

View: 101

Update day: 06-05-2024

Location: Pune Maharashtra Raigad

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting Banking Financial Services

Position: Entry level

Job type: Full-time

Salary: View Detail

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Job content

Job Description

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
Quality of advice given to customers as determined by customers and supervisor.
Speed and efficiency of service given.
Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products.
Enhancement of customer value.
Cross-sale of assets products.
Back-up to relationship managers holding HNI relationships.
Ensure low attrition ratios.
Customer acquisition through referrals from existing customers.

Requirements

REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS

Requirements

REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS

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