/ Key Responsibilities

- Managed a portfolio of retail and SME customers, ensuring high-quality customer service and long-term relationship building
- Sourced current 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 & CE Used (Bhilwara)
🏢 AU Small Finance Bank
📍 Bhilwara