Relationship Officer

Job Description -Bank officer

Acquire CASA (Current Account Savings Account) and liabilities accounts through cold calling, market references, cross-selling, and selling third-party products such as life and health insurance, mutual funds SIPs.

Implement sales and marketing activities within the branch to grow the liabilities business and achieve sales targets.

Develop new customer relationships and leverage existing ones to meet liability acquisition targets.

Acquire new customers through multiple channels including local campaigns, branch walk-ins, referrals from existing customers, industry bodies, associations, and industry events.

Achieve overall numbers and value targets as per the scorecard.

Ensure timely opening of accounts and provide a smooth onboarding experience for new-to-bank (NTB) customers.

Comply with KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines as per bank policies and regulatory requirements.

Maintain confidentiality and security of the bank’s information; avoid disclosure of any third-party information in any form (verbal, written, soft copy, email, etc.).

Requirements:

Understanding of KYC and AML guidelines and ability to comply with the bank’s policies and regulatory requirements.

Strong sales and marketing skills with experience or willingness to work in customer acquisition and cross-selling financial products.

Ability to develop and maintain customer relationships through multiple channels.

Good communication and interpersonal skills to engage with customers and industry bodies.

Ability to manage targets and deliver results consistently.

Knowledge of banking products like CASA, insurance, mutual funds, and liabilities products is preferred.

Commitment to confidentiality and data protection as per bank standards.

• It is a Full Time Field Sales job for candidates with 1 - 6+ years Experience.

More about this Relationship Officer job

1. What is the eligibility criteria to apply for this Relationship Officer job?
   Ans: The candidate should be Graduate and above and above with 1 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹33000 per month that depends on your interview. It's a Full Time job in Jodhpur.
3. How many working days are there for this Relationship Officer job?
   Ans: This Relationship Officer job will have 5 working days.
4. Are there any charges applicable while applying or joining this Relationship Officer job?
   Ans: No, there is no fee applicable for applying this Relationship Officer job and during the employment with the company, i.e., AU SMALL FINANCE BANK.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Officer role?
   Ans: There is an immediate opening of 10 Relationship Officer at AU SMALL FINANCE BANK
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Relationship Officer job?
   Ans: This Relationship Officer job has 09:00 सुबह - 06:00 शाम timing.