Relationship Officer (CA)

-Great Opportunity
Our client is the promising HR consultancies that offers excellent turnkey recruiting and staffing solutions. Our client is Providing Recruitment/Staffing Solutions to Corporate/organizations and Payroll services.
The Job
Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc.
Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.
Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas.
Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
Maintain continuous communication with customers on the status of their account opening process.
Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc.
Build reference network from newly signed up customers for potential leads.
Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.
Ideal Candidate
You have at least 1 year experience including solid experience in a similar role within Professional Services and Financial Services.
You are a strong networker & relationship builder
You possess strong analytical skills and are comfortable dealing with numerical data
You are a strong mentor and coach who builds high performing teams
Graduation: (Please specify preferences, if any): Any Graduate
Number of years of experience (range): 1 4 years.
Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom,
Consumer Durables like Water Purifiers, Vacuum Cleaners etc.