Relationship Officer

Updated: April 26, 2024 11:38 PM GMT

Kapil Consultancy

Surat, Gujarat

Job Role: Engaging with customers to enrich the relationships and garner higher wallet share of the customers Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients. Cross - Selling Balance Builder products : Demat, Trading, Credit Cards/FD/RD Build a Loan Portfolio : Personal, Auto, Two-wheeler, Gold, Home, LAP,LAS and more Third Party Products : Insurance such as General and Life, etc., Mutual Funds Other banking products as per customer's need Prioritizing 360 customer engagement Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay. Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving... More Detail

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