Relationship Officer

Reports To

Branch Manager

Job Purpose

Manage relationships with customers through handling queries and marketing/selling products

Generic Accountabilities

Specific Accountabilities

1. Sales Achieve sales targets for loans, FDs, credit cards and salary accounts as per branch business objectives
2. Sales opportunities Maximize opportunities to sell additional products and services to the existing Customers
3. Products Explain products and services to customers in order to achieve sales
4. Priority customers Maintain strong relationships with priority customers and refer sales opportunities to Premium Banking team
5. Customer service Deliver high quality customer service and exceed satisfaction goals by reducing customer complaints
6. Complaints Resolve issues and complaints from customers; escalate issue when outside authority
7. Customer requests Process requests from new customers and provide them with excellent service from day 1
8. Customer transactions Support CSRs in customer transactions, ensure transactions are promptly logged and documents completed

Job Success Factors

•  Retention of priority customers
•  Effective handling of customer requests, applications etc.
•  Achievement of sales targets 
• Customer satisfaction with products
•  High levels of customer service, positive feedback, minimum complaints
•  Requests processed professionally
• Opportunities for sales identified and converted
•  Complaints and issues handled well and quickly

Education

Experience

• Minimum of 2 years in a branch role, typically CSR
• Sales experience
• Experience of handling and customer transactions and requests

Skills

Work Contact

Interview Questions

JD Code