Relationship Officer Key Result Areas Max 1325 Characters Supporting Actions Max 1325 Characters Sales Planning Operations Work with Area Head and plan sales operations for achieving targets including cross-sell considering competitive forces and local trends Scan the local market and competitive offerings on a periodic basis to adapt sales efforts accordingly Provide data for and compile periodic MIS reports for disbursements NPAs target achievement etc Customer Acquisition Engagement Work on assigned and identified prospects list for client relationship origination and maintenance activities interacting with ground-level client stakeholders Understand and communicate understanding of product characteristics and advantages to end customers effectively in order to enhance effectiveness of sales efforts Attend to customer complaints effectively escalating critical cases to Area Head as required Operational Effectiveness Execute operations efficiently across the Customer Lifecycle Sourcing Approval Servicing Collections Ensure adequate focus on different distribution channels working with Manager for interfacing with senior stakeholders complex cases Implement prescribed processes and best practices to enhance operational effectiveness productivity and sales performance Self-Development Internal Stakeholder Management Attend relevant technical and behavioral trainings seminars and work on self-development initiatives Coordinate with internal stakeholders for smooth operations and alignment towards achievement of targets Portfolio Risk Management Work with the Risk Operations and Sales Governance team members to ensure adherence to risk management and control mechanisms Ensure compliant sales operations and sound risk management in day-to-day operations Compile and ensure systematic accurate MIS on NPAs and credit trends providing inputs on factors impacting portfolio quality Minimum Experience Level 0 - 4 years Job Qualifications
📌 Relationship Officer (Punjab)
🏢 Aditya Birla Group
📍 Punjab
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