Customer Relationship Officer
Axis Bank
Total years of experience :0 years, 7 Months
To sell Personal finance products to the specified and develop business and target customers/segments achieving monthly sales
targets.
• To contact potential customers and convince them about the bank’s product offerings.
• Ensuring that the conclusions on all the business sourced on Telesales leads, should be reported to
ARM/RM.
• To ensure that prospects are clearly communicated about the bank charges/terms and conditions.
• To ensure “Know Your Customer” requirements as prescribed by the bank are duly adhered to. All the
legal and compliance guidelines provided by the bank.
• Keeping Data confidentiality and secrecy norms of the bank.
• To ensure that no customer application is misplaced and is kept in safe custody.
• To ensure that code of the conduct as per the bank bank’s policy.
• To ensure that all the documents provided by the customer for completion of personal finance applications are
duly checked and forwarded to the relevant bank officers.
• To ensure that I do the documents original sighting / Checking as laid out in the original sighting guidelines.
• To ensure that the sales process prescribed by the bank is fulfilled.
• Verify that potential customers satisfy all criteria required of a desired customer profile as outlined by the
bank.
• Derive insight to competitor’s sales activities and effectively report them to the Area Sales
Ensure full awareness of all policies related to operational risk and misspelling, etc & comply by the same.
• Maintain complete and detailed knowledge of all assigned products.
• Maximize sales referral opportunities by working with customer service colleagues.
• Is responsible for delivering service to customers that is synonymous with the consumer brand experience
being promoted by the organization.
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