Relationship Officer
Published date: 2026/11/07
- Location: Gujarat, Gujarat, India
• To handle customer service requirements like account opening, DMAT account opening, grievances, liability
product selling, education on product features, cheque book issuance.
• Quality of advice given to customers as determined by customers and supervisor.
• Speed and efficiency of service given.
• Sales targets for bank and investment products. Going beyond the professed need of the customer by
• providing other products. Enhancement of customer value.
• Cross-sale of assets products.
• Back-up to relationship managers holding HNI relationships.
• Ensure low attrition ratios.
• Customer acquisition through referrals from existing customers.
Requirements
• Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process
• Graduate
product selling, education on product features, cheque book issuance.
• Quality of advice given to customers as determined by customers and supervisor.
• Speed and efficiency of service given.
• Sales targets for bank and investment products. Going beyond the professed need of the customer by
• providing other products. Enhancement of customer value.
• Cross-sale of assets products.
• Back-up to relationship managers holding HNI relationships.
• Ensure low attrition ratios.
• Customer acquisition through referrals from existing customers.
Requirements
• Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process
• Graduate
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