Equitas Small Finance Bank Ltdis looking for Relationship Officer to join our dynamic team and embark on a rewarding career journey
- The Relationship Officer is responsible for managing and nurturing relationships with clients, ensuring their needs are met, and providing them with exceptional service
- The role involves building strong client relationships, understanding their financial needs, and offering appropriate solutions to enhance client satisfaction and loyalty
- Key Responsibilities:Client Management:Develop and maintain strong relationships with clients
- Act as the primary point of contact for clients, addressing their inquiries and concerns promptly and effectively
- Conduct regular client meetings to review their financial needs and provide appropriate solutions
- Sales and Service:Identify opportunities to cross-sell and up-sell financial products and services to meet clients needs
- Achieve sales targets by promoting and selling financial products such as loans, insurance, and investment products
- Provide clients with accurate and timely information about products and services
- Customer Support:Ensure high levels of customer satisfaction by delivering exceptional service and resolving client issues promptly
- Assist clients with account-related transactions, documentation, and application processes
- Handle complaints and provide effective solutions to ensure client satisfaction
- Market Research:Stay updated on market trends, competitor activities, and regulatory changes that may impact clients
- Gather feedback from clients to improve products and services offered by the organization
- Compliance and Documentation:Ensure compliance with regulatory requirements and internal policies
- Maintain accurate and up-to-date client records and documentation
- Prepare reports on client interactions, sales activities, and market research findings
