Relationship Officer – General Processing, Direct Banking

• Achieve assigned monthly KPIs, card acquisition targets, and sales targets
• Maintain productivity and efficiency using systems and product campaigns
• Conduct telesales activities to meet sales targets
• Contact potential and existing customers by phone to introduce and promote banking products
• Understand customer needs and recommend suitable banking solutions
• Cross-sell and upsell products to maximize revenue opportunities
• Process customer requests and offers
• Handle customer issues, inquiries, concerns, and complaints; resolve them promptly and escalate to the Team Lead when necessary
• Update all systems based on customer calls
• Maintain records of approvals, requests, and reports
• Build and maintain strong customer relationships
• Attend daily team huddles and fulfill team commitments
• Monitor personal performance and align strategies to improve sales outcomes
• Compile daily and monthly reports and MIS for the team
• Ensure adherence to discipline, punctuality, banking policies, procedures, regulatory requirements, and audit controls
• Ensure there is no misselling

• University Graduate
• 1-2 years experience in similar work environment
• Preferably has a practical marketing background
• Excellent people management skills
• Strong sales and customer focus
• Ability to think creatively and work under pressure
• Excellent presentation skills
• Good team player with result-driven attitude
• Business sensitive
• Analytical and computer skills
• Adaptable and versatile
• Must follow banking policies, procedures, verification policy, and regulatory requirements
• Must meet control parameters and policies set by the bank audit team