Relationship Officer

Role Description

This is a full-time on-site role located in Chennai for a new project role Location Head (Equitas Express – Banker on wheels). The Mobile Application will be the channel that will be used for sourcing and driving business.  

Bank Staff (Biker) key responsibility:

1. Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.

2. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls – like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc.

3. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.

4. Communicate clearly to customers on the requirements for various types of products & services – for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas.

5. Ensure that all customer documents are verified with originals and are handled with care and confidentiality.

6. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.

7. Maintain continuous communication with customers on the status of their account opening process.

8. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc.

9. Build reference network from newly signed up customers for potential leads.

10. Regularly update Daily Sales Reports and discuss on the plans, action items, and progress with the supervisor.

Qualifications and expectations

Any Bachelor's degree, or equivalent with masters preferred

4+ years of experience in branch banking product sales

Must have good knowledge of the local and surrounding markets in the area

Good communication and negotiation skills

Must be hands-on with Digital channels

Must have Own bike and Mobile phone

Valid Driving License

• It is a Full Time Sales / Business Development job for candidates with 6+ years of 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 6+ years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹37000 - ₹40000 per month that depends on your interview. It's a Full Time job in Bangalore.
3. How many working days are there for this Relationship Officer job?
   Ans: This Relationship Officer job will have 6 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., AM PLACEMENT SERVICES PRIVATE LIMITED.
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 5 Relationship Officer at AM PLACEMENT SERVICES PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Sales / Business Development job.
8. What are the timings of this Relationship Officer job?
   Ans: This Relationship Officer job has 09:00 AM - 06:00 PM timing.