Key Job Responsibilities
Generate recent customer leads through various channels
Proactively identify sales prospects and conduct business development activities
Follow up on recent leads and referrals to generate business
Achieving the monthly sales targets, cross sell assets and fee products
Follow various internal guidelines and procedures of the bank
Ensure customer satisfaction through regular engagement and enhance customer wallet share.
Resolve customer queries/issues and facilitate customer service
Maintain periodic status reports, including daily activity report and calls/follow-ups made
Provide skilled customer service to achieve a high percentage of customer satisfaction and retention.
Portfolio management of customers between identified thresholds.
Activation of inactive accounts
Cross sell Liability, Assets and TPP Products.
Upsell and up tier customers to higher variant of products and services
Achieve monthly budgets.
Service walks ins and existing customer in branch and outside of branch
TDS, 15G, 15H handling in branch
Get additional NTB customers to the bank
Customer on-boarding

Adherence to Banks and regulatory guidelines

📌 Relationship Officer/ Relationship Manager Casa Sales Goa
🏢 Unity Small Finance Bank
📍 Goa