Customer Relationship Management: Build and maintain robust relationships with retail banking clients. Understand their financial needs and provide personalized banking solutions.
Sales and Business Development: Achieve sales targets for various banking products, including savings accounts, current accounts, fixed deposits, loans, and investment products. Identify and pursue current business opportunities to expand the customer base.
Customer Service: Ensure high levels of customer satisfaction by addressing client queries and resolving issues promptly. Provide clients with information on various products and services offered by the bank.
Portfolio Management: Manage and grow a portfolio of retail banking clients. Conduct regular reviews of client accounts to ensure optimal product usage and identify prospects for cross-selling.




Compliance and Risk Management: Ensure all activities comply with regulatory requirements and internal policies. Manage risks associated with client interactions and sales processes.
Market Analysis: Monitor market trends and competitor activities to identify opportunities and threats. Develop strategies to maintain a competitive edge in the market.
Client Onboarding: Oversee the onboarding process for new clients, ensuring a smooth and seamless experience.
Reporting: Prepare and present reports on client interactions, sales performance, and market analysis to the branch manager.

📌 Relationship Officer Bhubaneswar (India)
🏢 SURYODAY SMALL FINANCE BANK
📍 India