- Customer Relationship Management: Build and maintain solid 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 new 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 opportunities 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.

📌 Walk-in || Relationship Officer (Delhi)
🏢 SURYODAY SMALL FINANCE BANK
📍 Delhi