Relationship Officer

Eligibility Criteria

• Any Graduate / Post Graduate with a strong passion for sales.
• Age should not be more than 35 years for the RO position.
• Candidate with 3+ years of experience in New-to-Bank (NTB) Business Acquisition of CASA, Term Deposits (TD) / Third Party Products, and cross-selling of Asset Products.
• Excellent communication skills in English and a Regional Language will be an added advantage.
• He or she may need to travel extensively and should be ready to be mobile.

Roles & Responsibilities for RO

• Acquire all kinds of core liability products.
• Responsible for growing the book by deepening relationships with existing self-acquired clients and increasing Current Accounts (CA), Savings Accounts (SA), Term Deposits (TD), Recurring Deposits (RD), Cross-Sell of Assets, and Cross-Sell of Third Party Products (TPP) for income generation.
• Handle and manage BC (Business Correspondent) Points for the acquisition of SA, CA, TD, RD, Life Insurance (LI), General Insurance (GI), and Asset Cross-Sell through BC points in the Cluster / Territory / Area.
• Ensure activation of every BC point in the allotted Cluster / Area.
• Ensure conducting weekly campaigns, marathons, and product-wise sales drives.
• Responsible for the achievement of allotted targets for Territory Managers (TMs) and their reportees as per assigned KRAs (Key Responsibility Areas).
• Ensure 100% LMS (Learning Management System) exams completion by every team member under supervision, including all levels.
• Ensure providing time-to-time training on products to sharpen sales teams' skills and knowledge.
• Ensure completion of all compulsory exams like IRDA, NCFM required modules, AMFI, etc., for all levels of teams under supervision.