Relationship Officer

SkillLabs; Howrah; On-site; INR 300,000 - 450,000; Full time

Job summary

SkillLabs in India is seeking a Field Sales Executive to acquire new customers through on-site visits and lead generation, promoting bank liability products such as SA, CA, FD, and RD. You will cross-sell insurance, mutual funds, FASTag, and other banking products while building strong customer relationships and delivering excellent service.

Monthly targets and KYC compliance are essential. This role involves field visits, customer meetings, follow-ups, and timely documentation in line with bank

Responsibilities

• Acquire new customers through field sales and lead generation.
• Promote and sell bank liability products such as Savings Accounts (SA), Current Accounts (CA), Fixed Deposits (FD), and Recurring Deposits (RD).
• Cross-sell insurance, mutual funds, FASTag, and other banking products.
• Build and maintain strong customer relationships.
• Achieve monthly sales targets and business objectives.
• Conduct field visits, customer meetings, and follow-ups.
• Ensure proper KYC documentation and compliance with bank policies.
• Deliver excellent customer service and resolve customer queries.

Job description

Key Responsibilities

• Acquire new customers through field sales and lead generation.
• Promote and sell bank liability products such as Savings Accounts (SA), Current Accounts (CA), Fixed Deposits (FD), and Recurring Deposits (RD).
• Cross-sell insurance, mutual funds, FASTag, and other banking products.
• Build and maintain strong customer relationships.
• Achieve monthly sales targets and business objectives.
• Conduct field visits, customer meetings, and follow-ups.
• Ensure proper KYC documentation and compliance with bank policies.
• Deliver excellent customer service and resolve customer queries.