Join the team as a Full Time RO (Relationship Officer) Current Account on Erekrut, specializing in RO (Relationship Officer) Current Account in the HR Services industry. We are seeking talented individuals with a passion for Staffing and Recruiting and educational qualifications ranging from Freshers (0-1) Years. Apply now on Erekrut to take the next step in your career with a leading global company.
ROLES AND RESPONSIBILITIES
- Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.
- Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls – like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc.
- Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/advantages.
- Communicate clearly to customers on the requirements for various types of products & services – for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas.
- Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
- Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
- Maintain continuous communication with customers on the status of their account opening process.
- Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc.
- Build reference network from newly signed up customers for potential leads.
Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.
Designation
RO (Relationship Officer) Current Account
Key Skills
Banking SalesCommunication Skills
Industry
HR Services
Functional Area
Staffing and Recruiting
Employment Type
Full Time
Education
Bachelor Degree
Job Type
Work From Office
Assessment Details
Relationship Associate Quiz
30 Minutes
📌 RO (Relationship Officer) Current Account (Kolkata)
🏢 Bhagat Outsourcing Consultancy Service
📍 Kolkata
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