Branch Relationship Officer

0 - 31 years

1 Lacs

Posted:1 week ago| Platform: Apna logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Summary: Relationship Officer We are looking for a dynamic and result-oriented Relationship Officer to promote and sell banking products like loans, credit cards and insurance by meeting individual customers at stores and visiting corporate offices and government departments. The ideal candidate should be confident, persuasive, and target-driven, with strong communication and interpersonal skills. Key Responsibilities: Promote and sell banking products e.g. Loans, credit card and insurance products to walk in customers at Branch/Stores Identify and approach potential customers at corporate offices, business hubs, and government departments. Conduct product presentations and explain card benefits, features, and offers. Generate leads through personal networks, field visits, and corporate tie-ups. Achieve monthly sales targets and conversion goals. Maintain a strong pipeline of prospects and ensure timely follow-up. Collect and verify customer documentation as per company and regulatory guidelines. Build and maintain relationships with key decision-makers in corporate and departments. Maintain daily activity reports and update CRM systems regularly. Handle customer queries and resolve issues in a professional and timely manner.

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