Relationship officer Jobs in Coimbatore,Cuddalore,Erode - Edufly Staffing Solutions
Relationship officer
Job Description
- Acquire new customers who meet product criteria and flag them on the system o
- Referrals generated from existing customers
- Leads generated by branch staff & personal leads
- Databases
- Premier Acquisition Channel
- Increase liabilities size of relationship via:
- Balances in a/c's of existing customer
- Use FD maturity reports to track maturity of FDs and prevent outflow
- Know the customer's business to proactively provide financial solutions
- Penetration of products across family groups.
- Portfolio Management
- Identify existing/new customers who meet Preferred product criteria and flag them on the system and upgrade these customers under the Preferred programme in line with the Preferred grouping criteria
- flag eligible customers from Classic portfolio
- Identifying customers through Large Transaction reports
- GMs or VPs of all Cat A companies and CSRM salary account companies which meet programme criteria and have future potential
- Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite
- Ensure that the marketing analytics list on possible attrite, is called and retained Customer Services
- Ensure quality customer service is delivered
- Disseminating required product information
- Recording complaints as per the specified process
- Resolving all complaints received from preferred customers within the stipulated TAT's
- Ensure appropriate customer communication on closures & copy of that to be filed.
- Preventive complaint management
- Asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same
- Check back on recent customer's registered to DBC channel and give any specific help required Operations
- Ensure certification of documentation required for opening and maintaining customer accounts
- Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
- AGE LIMIT - 20-29YRS.
- EXPERIENCE: (0-1YRS)
Job Particulars
About Company
EduFly staffing solutions is an Innovative, Progressive, Successful and professionally managed group focused on one of the core sectors of the Company. Established to provide a comprehensive and focused recruitment service for Banking and finance professionals, qualified, part qualified and qualified by experience.
Ensuring both clients and candidates need are fully met. EduFly is owned and managed by professionals with proven credentials in the Industry. EduFly is an undisputed company and a leader in terms of quality, innovative products and services.
EduFly believes that the quality of the instruction is the key factor in determining the success. Our instigation of this division is to provide all services related to Banking and Financial Services under one roof. Experienced faculty with their with their highly skilled training methods and a student friendly environment keep the students comfortable and Inspired .