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RELATIONSHIP OFFICER/SENIOR RELATIONSHIP OFFICER

Banking, Financial Services and Insurance | Process Executive - Financial Institutions

15,000 - 25,000 p.m | Under Graduate | Dharmapuri

Dharmapuri , Krishnagiri , Perundurai

Gender : Male | Age Limit - 19-29 | Openings - 10 | Experience - Fresher
SHE COMMERZ MARKET SERVICES PRIVATE LIMITED
Posted Jobs Count : 12
Posted Date: 30-07-2024
Open Until : 10-08-2024
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Description

  • Client Outreach and Engagement:

    • Identify potential clients in underserved areas who could benefit from financial services.
    • Develop relationships with community members and organizations to promote financial products and services.

  • Needs Assessment and Advisory:

    • Conduct assessments to understand the financial needs and challenges of clients.
    • Provide tailored advice and recommendations on financial products that best suit clients' needs.

  • Product Promotion and Sales:

    • Promote financial products and services such as savings accounts, loans, insurance, and digital banking solutions.
    • Achieve sales targets by effectively communicating the benefits of these products.

  • Customer Education and Support:

    • Educate clients on financial literacy topics, including budgeting, savings, credit management, and digital banking.
    • Provide ongoing support and guidance to help clients effectively use financial services.

  • Relationship Management:

    • Maintain and strengthen relationships with existing clients to ensure high levels of customer satisfaction and loyalty.
    • Address client inquiries and resolve issues promptly.

  • Market Research and Reporting:

    • Gather insights on market trends, client feedback, and competitive offerings.
    • Prepare reports for management to inform strategy and product development.

  • Collaboration with Internal Teams:

    • Work closely with product development, marketing, and customer service teams to ensure alignment and effective service delivery.
    • Provide feedback to internal teams to improve product offerings and customer experiences.

  • Compliance and Risk Management:

    • Ensure all activities comply with regulatory requirements and organizational policies.
    • Identify and mitigate risks associated with client interactions and transactions.

  • Community Development Initiatives:

    • Participate in community development programs to enhance financial literacy and inclusion.
    • Collaborate with non-governmental organizations and local leaders to drive financial inclusion efforts.

Skills

  • Area Sales Officer
  • Collections Executive
  • Customer Relationship Executive


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