Relationship Officer (CA) · Chennai, Madurai, Coimbatore · 1 - 4 years · ₹4L - ₹4.5L / yr · Posted 8 Apr 2025

Relationship Officer (CA)
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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Established in 2001, Firstsource Solutions Limited, an RP-Sanjiv Goenka Group company, is a specialized BPM partner with hyper-focused, domain-centered teams and cutting-edge tech, data, and analytics. We provide transformational solutions and services to clients in healthcare, banking and financial services, communications, media, technology, and other diverse industries.
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Role Name- Customer Service Trainee
Type- Apprenticeship
Qualification & Background: Graduate (Fresher/BPO Experienced)
Location: Bengaluru, Mumbai and Chennai
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Chennai- 13k (Backend role- DATA)
Bangalore- 18k (Voice and Email Chat role)
Mumbai- 18k (Voice and Email Chat role)
Pls note- there would be no deductions as the candidates would be hired as Apprentice for 12 months.
Work Type- Rotational Shifts
Pls note- Cab services will be provided to all the employees working during night shifts.
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- Basic knowledge of using MS office basic applications like Word, PowerPoint, Excel, Notes, etc.
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- Willingness to work in rotating shifts (including night shifts)- 5 days a week.
- Communicate effectively, both orally and in writing.
- Flexibility to meet business requirements and fluctuating workload
- Organize, prioritize, and schedule work assignments.
- Hardworking and Smart working attitude with openness to feedback
- Have acceptable typing speed of at least 20 WPM/90% Accuracy
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This role responds to customer queries and provide resolution, support and assistance to the customers pertaining to various products and services provided by our client through a blend/either of voice, email, web chat or backend documentation responses by delivering excellent customer service. Their goal is to educate and assist customers to make it as easy and as desirable as possible to do business.
- Deliver excellent customer service within shifts assigned including prompt resolution of customer related issues, complaints, enquiries or challenges.
- Should be abreast of all the key process related updates, SLAs, individual performance eventually contributing to team Performance.
- Grasp, comprehend & clear the training period with relevant tollgate scores.
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- Handle inbound or outbound calls, chats, emails or data from customers (depending on process assigned)
- Connecting with customers, understand and empathize with their issues to provide the best suitable resolution at first contact where possible.
- On occasions, you may have to deliver what is seen as not-so-positive news, however make sure that a customer Understands the reasoning behind decisions that are made.
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🚀 We’re Hiring: Crypto Trader – Trade Fast, Think Smart, Scale Big
📍 Location: Permanent Remote
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📊 Experience: 1–3 Years (or proven self-taught pro)
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✔ Love exploring new trading tools, data, and platforms.
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🎯 Mentorship: Learn directly from senior crypto & derivatives traders.
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