Relationship Officer (CA)

at LATS SOLUTIONS

Relationship Officer (CA)

LATS SOLUTIONS

Company

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Relationship Officer (CA)

at LATS SOLUTIONS

Posted by lats solutions

1 - 4 yrs

₹4L - ₹4.5L / yr

Chennai, Madurai, Coimbatore

Skills

Customer Relationship Management (CRM)

CASA

Sales

Field Sales

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

 Schedule meetings with potential liabilities customers and understand their requirement; thereafter

presenting them with the most suitable products and explaining the features/benefits.

 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.,

 Ensure that all customer documents are verified with originals and are handled with care and

confidentiality.

 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.

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

 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.

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

 Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the

supervisor.

How to apply: recruit.hrlspl

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

 Schedule meetings with potential liabilities customers and understand their requirement; thereafter

presenting them with the most suitable products and explaining the features/benefits.

 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.,

 Ensure that all customer documents are verified with originals and are handled with care and

confidentiality.

 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.

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

 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.

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

 Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the

supervisor.

How to apply: recruit.hrlspl

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About LATS SOLUTIONS

Founded :

2022

Type :

Services

Size :

0-20

Stage :

Bootstrapped

About

N/A

Company social profiles

N/A

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