Relationship Officer (CA)
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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About LATS SOLUTIONS
Founded :
2022
Type :
Services
Size :
0-20
Stage :
Bootstrapped
About
N/A
Company social profiles
N/A
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