Relationship Officer

Skillventory; Bhubaneshwar, Sambalpur; On-site; INR 350,000 - 500,000; Full time

Job summary

Skillventory in Bhubaneshwar, India seeks a Relationship Officer for Branch Banking. The role focuses on acquiring new customer accounts, driving sales targets, and managing local client relationships.

You will open CASA and liability accounts, promote core banking services and third-party financial products, and work to meet monthly and quarterly targets. Responsibilities include solving client queries, handling complaints, and deepening existing relationships.

Qualifications

• Experience in acquiring new customer accounts and managing client relationships.
• Strong sales drive with ability to meet monthly/quarterly targets.
• Ability to cross-sell banking products including life insurance and mutual funds.

Responsibilities

• Account Acquisition: Open new CASA and liability accounts through various channels such as cold calling, walk-ins, and references.
• Cross-Selling: Promote core banking services and third-party financial products like life insurance, health insurance, and mutual fund SIPs.
• Target Achievement: Meet monthly and quarterly sales numbers defined in the performance scorecard.
• Customer Service: Resolve client queries, handle complaints, and deepen existing bank relationships.

Job description

Role & responsibilities

A Relationship Officer for Branch Banking focuses on acquiring new customer accounts, driving sales targets, and managing local client relationships.

Key Responsibilities

• Account Acquisition: Open new CASA (Current Account and Savings Account) and liability accounts through cold calling, walk-ins, and market references.
• Cross-Selling: Promote core banking services and third-party financial products like life insurance, health insurance, and mutual fund SIPs.
• Target Achievement: Meet monthly and quarterly sales numbers defined in the performance scorecard.
• Customer Service: Solve client queries, handle complaints, and deepen existing bank relationships.