Relationship Officer (Retail Banking)

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Our client in the banking sector is recruiting a Relationship Officer (Retail Banking)

Duties & Responsibilities 

• Acquiring, nurturing, growing and strengthening relationship within the Affluent and HNI segment of customers in order to meet business objectives.
• Providing on ground support to Branch Managers in collecting the documents from the customers and sending it to the relevant department for service requests where documentation or in person meeting with customer is required.
• Conducting financial needs analysis and risk profiling for the customers in their portfolio and ensuring periodic portfolio reviews for all customers.
• Initiating client engagement activities on ground and online Initiatives like webinars, mail campaigns, learning initiatives etc.

Profile

• Holder of a degree in Finance with 5-6 years experience, out of which a minimum of two years of experience in the banking sector

Proactive Talent Solutions reserves the right:

To call only the shortlisted candidates for interview.