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Relationship Officer (CA)
Relationship Officer (CA)
LATS SOLUTIONS 's logo

Relationship Officer (CA)

lats solutions's profile picture
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


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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About LATS SOLUTIONS

Founded :
2022
Type :
Services
Size :
0-20
Stage :
Bootstrapped

About

N/A

Company social profiles

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What’s attractive about us?

We offer a suite of memberships and subscriptions to spice up your lifestyle. We believe in practicing an ultimate work life balance and satisfaction. Working hard doesn’t mean clocking in extra hours, it means having a zeal to contribute the best of your talents. Our people culture helps us inculcate measures and benefits which help you feel confident and happy each and every day. Whether you’d like to skill up, go off the grid, attend your favourite events or be an epitome of fitness. We have you covered round and about.
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  • Travel Reimbursements 
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Thast what we think would bloom up your personal life, as a gesture for helping us with your talents.

Join us to be a part of our Exciting journey to Build one Digital Identity Platform!!!
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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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