A Relationship Officer (RO) or Relationship Manager (RM) linked with Canara Bank (often through partner channels like Canara HSBC Life Insurance or direct distribution) manages client accounts, drives product sales, and builds local networks
Job Description (JD)
Customer Meetings: Conduct daily customer meetings and visits.
Lead Generation: Create leads through campaigns, cold calling, and local networking.
Business Targets: Achieve assigned business targets for loans, CASA (Current Account Savings Account), or insurance/wealth products
Documentation & Tracking: Handle initial documentation, application logins, and issuance tracking via Lead Management Systems (LMS).
Customer Servicing: Provide post-sales service, manage renewals, and resolve client queries
📌 Relationship Officer /fathima Afsana Tamil Nadu
🏢 Jobs'N TA HR Services
📍 Tamil Nadu
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