KA

Relationship Officer -- BC

Karur Vysya Bank
Cochin / Kochi / Ernakulam5-8 LPA Posted 24 Jun 2025
FULL TIME
compliance monitoring
Service Delivery
team training
Relationship Building
Client Acquisition

Job Description

  • Handle and manage 50 BC Points on a day-to-day basis for the acquisition of Savings Accounts (SA), Current Accounts (CA), Term Deposits (TD), Recurring Deposits (RD), Life Insurance (LI), General Insurance (GI), and Asset Cross-Sell through BC points in your assigned Cluster/Territory/Area.
  • Grow BC points across the district, with a minimum of 50 per each specific Area/Cluster allotted.
  • Maintain the highest level of relationship with BC side local, regional, and zonal supervisory teams.
  • Ensure seamless service delivery to clients and provide all kinds of support to BC points from the Bank's side.
  • Ensure activation of every BC point in the allotted Cluster/Area.
  • Conduct weekly campaigns, marathons, and product-wise sales drives.
  • Closely monitor every BC, directly and indirectly, to avoid all kinds of malpractices and ensure 100% implementation of Bank practices, regulations, and compliance.
  • Responsible for the achievement of allotted targets for Team Members (TMs) and their direct reports as per assigned Key Responsibility Areas (KRAs).
  • Responsible for the Profit & Loss (P&L) of the Cluster/Area.
  • Strong in lobbying, relationship building, and rapport building.
  • Responsible for growing books through deepening existing acquired clients and increasing CA, SA, TD, RD, Cross-Sell of Assets, and Cross-Sell of Third-Party Products (TPP) for income generation.
  • Ensure 100% LMS exam completion by every team member under supervision, including all levels.
  • Provide timely product training to sharpen sales team skills and knowledge.
  • Ensure completion of all compulsory exams like IRDA, NCFM required modules, AMFI, etc., for all levels of teams under supervision.
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