Senior Relationship Officer
Current• Single point of contact between the bank and the customers by providing advice, information and services to help customers achieve their personal and business needs.• Work in conjunction with various parties such as business development, field support and customer service to handle complaints and ensure support plans are in place to maintain long-term customer relationships.• Contacted customers/agents to remove any discrepancy in the received data• Identify and segment target market for potential new business opportunities.• Take ownership of customer’s needs and see problems through until they are fully resolved.• Inform participants or employees about training demands and other important aspects.• Processed the data with the help of the predefined formulae/templates.• Monitor accounts and sought out opportunities to further develop client relationship• Participate and engage in training sessions and also fill in for the manager if he is unable to attend to manage clients• Managed customer transactions, processed sales referrals, and promoted bank services and products• Cross–selling of other retail banking products to customers i.e. personal loan, auto loans and credit cards• Always updated on the Bank’s policy and procedures, products / services to ensure prompt quality service to clients• Receive transactions data on daily basis and re-organize it for analysis as per the SOP (standard operating procedure).• Scheduling and coordinate appointments with respective advisors.• Develop business proposals for new and existing customers• Determine cross-selling opportunities among different offices.• Supervise the client relationship management database and utilize it to manage customer contacts and mailing lists.• Research the market for identifying new business opportunities• Explain prospective clients about the advantages of the products or services offered and follow up with them in order to close the business deals