Job Detail

Relationship officer - ranganathan

Date Posted: Nov 12, 2020
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Job Detail

  • Location:
    Coimbatore, Tamil Nadu, India
  • Company:
  • Type:
    Full Time/Permanent
  • Shift:
    Day Shift
  • Career Level:
    Fresher Level
  • Positions:
  • Experience:
    Less Than 1 Year
  • Gender:
  • Degree:
  • Apply Before:
    Feb 10, 2021

Job Description

Relationship Officer Roles and Responsibilities.


1          Need to generate leads via social media, tele calling and field work.

2          Daily basis to do tele calling and status updates  in  CRM.

3          Daily basis need to clear follow ups should not be in escalated leads.

4          If one client ready to open account need fix with him appointment.

5          RO should verify all the kyc documents before deciding EKYC or KYC.

6          Once client opened with us need to give basic demo RO should share client ID , Back office client process pay in and  pay out methods.

7          Client feedback update by weekly Saturday need to update in CRM.

8          RO should keep  good relationship with clients and should his/her clients with good and soft manner.


Skills Required

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