Relationship Officer (CA)-Private Bank-Tamil Nadu

THE Banyan Hr Consults; Coimbatore District; À distance; INR 495 000 - 605 000; Plein temps

Résumé du poste

THE Banyan Hr Consults in Tamil Nadu is seeking energetic and target-oriented professionals for RO-Current Account across Tamil Nadu. The role involves acquiring new customers, generating leads through field activities and references, and promoting liability products.

Candidates should have 1–4 years of experience in banking or sales, with strong field-sales skills, good communication, and willingness to travel within Tamil Nadu.

Qualifications

• 1–4 years of experience in Banking / NBFC / Financial Services / Sales.
• Experience in CASA, Retail Liabilities, Field Sales or Banking Sales will be preferred.
• Good communication and customer-handling skills.
• Strong field-sales and lead-generation abilities.
• Target-oriented with willingness to travel within Tamil Nadu.

Responsabilités

• Identify potential retail liability customers in assigned areas.
• Generate leads through field visits, references, apartment complexes, and distribution.
• Conduct door-to-door visits to identify potential customers.
• Schedule meetings, understand requirements and recommend banking products.
• Acquire customers for savings/current accounts and other liability products.
• Explain product features, charges, minimum balance, and documentation.
• Complete account-opening and KYC per bank guidelines.
• Maintain regular communication on account-opening status.
• Build relationships with new customers and cross-sell loans/investments.
• Maintain Daily Sales Reports (DSR) and update supervisor.

Connaissances

field sales

lead generation

customer acquisition

relationship building

Description du poste

HIRING Relationship OFFICER Current Account | Tamil Nadu

Position:RO CA-Current Account
Experience: 1–4 Years
CTC: Up to 5.5 LPA
Location: Across Tamil Nadu
Industry: Banking / Financial Services

Job Summary

We are looking for energetic and target-oriented candidates for RO-Current Account across Tamil Nadu. The role involves acquiring new customers, generating leads through field activities and references, and promoting liability products.

Key Responsibilities

• Identify potential retail liability customers in assigned catchment areas.
• Generate leads through field visits, customer references, apartment complexes, shopping areas, stalls, pamphlet distribution and other marketing activities.
• Conduct door-to-door visits and identify potential customers.
• Schedule meetings with prospective customers, understand their requirements and recommend suitable banking products.
• Acquire customers for Savings Accounts, Current Accounts, Deposits and other liability products.
• Explain product features, benefits, charges, minimum balance requirements and documentation clearly to customers.
• Ensure customer documents are verified with originals and handled securely and confidentially.
• Complete account-opening and KYC processes accurately as per bank guidelines.
• Maintain regular communication with customers regarding account-opening status.
• Build relationships with newly acquired customers and identify opportunities for cross-selling loans, investments and other banking products.
• Generate additional leads through customer references and referrals.
• Maintain Daily Sales Reports (DSR) and regularly discuss plans, activities and progress with the supervisor.

Candidate Profile

• 1–4 years of experience in Banking / NBFC / Financial Services / Sales.
• Experience in CASA, Retail Liabilities, Field Sales or Banking Sales will be preferred.
• Good communication and customer-handling skills.
• Strong field-sales and lead-generation abilities.
• Target-oriented with a positive attitude and willingness to travel within the assigned location.
• Candidates comfortable with field sales and customer acquisition are encouraged to apply.