Relationship Officer Business Accounts
AU SMALL FINANCE BANK
Designation: Relationship Officer Business Accounts
Office Location:
Position description: Responsible for managing business accounts, ensuring high service standards, cross-selling banking products, and supporting branch operations.
Primary Responsibilities
- - Handle business account queries and resolve issues
- Cross-sell banking products (CASA, loans, insurance)
- Ensure customer satisfaction and retention
- Support branch operations and compliance
- Assist in account opening and documentation
- - Participate in local marketing activities
- Generate leads for new accounts and services
- Maintain MIS and reports
- Reporting Designation:
- Reporting Department:
- Category:
- Field specialization:
- Degree:
- Academic score: Minimum 50%
- Institution tier: Tier 2 / Tier 3
Required Training/s: Customer Service, Core Banking Systems
Required Work Experience
- Industry: Banking, Financial Services
- Role: Customer Service, Sales, Teller
- Years of experience: 2 to 5
- Product cross-sell ratio
- Account activation rate
- TAT adherence
- Compliance score
- Communication Skills
- Sales Drive
- Attention to Detail
- Teamwork
- KYC norms
- Branch operations
- Core banking systems
- MS Office
- CRM usage
- Problem-solving
- Physical: NA
- Other: Patience, Empathy
Specific Requirements
- Travel: Minimal (local marketing)
- Vehicle: Two-Wheeler Vehicle
- Work Permit: Must be authorized to work in India
- Pay Rate: Fixed + Incentives
- Contract Types: Full-time, Permanent
- Time Constraints: Standard banking hours
- Compliance Related: Adherence to RBI and internal policies
- Union Affiliation: