Responsibilities:Identify potential customers through databases, cold calling, follow up leads and telephone/personal contacts etc.To sell Personal finance products to the specified target customers/segments and meet monthly sales targets.To contact potential customers and convince them about the bank’s product offerings.Major accountability for a Relationship Officer is to ensure that business is solicited as per the Shariah guidelines/process.Ensuring that the conclusions on all the business sourced on Telesales leads, should be reported to ARM/RM.To ensure that prospects are clearly communicated about the bank charges/terms and conditions.To ensure “Know Your Customer” requirements as prescribed by the bank are duly adhered to. All the legal and compliance guidelines provided by the bank are adhered to.Data confidentiality and secrecy norms of the bank are adhered to.To ensure that no customer application is misplaced and is kept in safe custody.To ensure that code of the conduct as per the bank bank’s policy are adhered to.
Job Title
Relationship Officer (Seller - Onbording)