Job Description / Key Responsibilities

Managed a portfolio of retail and SME customers, ensuring high-quality customer service and long-term relationship building
Sourced recent business for banking products including savings accounts, current accounts, loans, and cross-sell products
Achieved assigned sales and revenue targets on a monthly and quarterly basis
Identified customer financial needs and provided suitable banking solutions
Maintained strong relationships with existing customers to ensure retention and portfolio growth
Coordinated with internal teams such as credit, operations, and compliance for smooth processing of customer requests
Ensured all documentation and KYC requirements were completed as per bank policies
Monitored account performance and followed up on renewals, enhancements, and repayments
Resolved customer queries and complaints within defined service timelines
Prepared MIS reports and regularly updated management on business performance

📌 Relationship Officer CV (Bhilwara)
🏢 AU Small Finance Bank
📍 Bhilwara