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Skillventory
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Relationship Officer

Relationship Officer

Skillventory

0 years

0 - 2 Lacs

Bengaluru

Posted:2 days ago| Platform:

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Skills Required

casa Saving Account Liabilities Casa Sales Current Account

Work Mode

Work from Office

Job Type

Full Time

Job Description

Sales Activities

Conduct open market and field sales
Acquire Saving/Current accounts through various activities
Engage in cold calling and follow-up with references
Work on geographical areas to meet sales targets

Customer Relationship Management

Build and maintain relationships with existing customers
Cross-sell financial products to existing customers
Understand customer needs and provide suitable solutions
Track and resolve customer queries and complaints

Target Achievement

Achieve sales targets for accounts and cross-selling
Monitor and report on sales performance
Implement strategies to enhance customer value
Coordinate with internal teams to facilitate product awareness

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Skillventory

E-learning and Skill Development

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Relationship Officer