Relationship Officer
Legacy Smart Employment Services
Total des années d'expérience :9 years, 0 Mois
Responsible for achieving individual targets across products (Credit Cards, Loans).
• Arranging meetings with potential customers through Cold Calling and Data Calling for new business opportunities.
• Completing KYC and onboard journey of the interested customer through digital platform such as Tabbing process or guiding them for
self-submission.
• Preparing MIS and reporting to line manager for the under review and declined cases.
• Excel within deadline-intensive environment ensuring the accurate and on time completion of the set target.
• Handling and resolving multiple customer over existing or new product ensuring complete customer satisfaction
Responsible for achieving individual targets across products (Credit Cards, Loans).
• Visiting Companies &Arranging meetings with HR or ACCOUNTANTS for new business opportunities.
• Develop long term relationship with customers
Responsible for achieving individual targets of Credit Cards, Loans &Accounts.
• Arranging meetings with potential customers through Cold Calling and Data Calling & Company Visits for new business opportunities.
• Develop long term relationship with customers.
• Manage day to day activities and plan according to them.
Role & Responsibilities:
• Responsible for generation of revenues through sale of CASA.
• Ensure maximum NTB.
• Conducts regular promotional and customer events to generate leads.
• Generate referrals from prospects and customers.
• Cross Selling of Life Insurance and GI products.
• Maintain relationships.
• Provide excellent service to the customers.
Role & Responsibilities:
• To meet the client and ensure the sale effectively.
• Take an order and ensure the delivery to given TAT.
• Ensure the Quality of product and make Relationship with the client for future sale.
• Generating business leads and following up on sales opportunities.
• Establishing customer needs and selling products accordingly.
• Arranging meetings with clients and carrying out product demonstrations.
• Following up swiftly on sales enquiries and sending out information.
• Working closely with other teams to develop new business.
• Researching the market and identifying potential target customers
Role & Responsibilities:
• Manage large amounts of inbound calls in a timely manner.
• Follow communication “scripts” when handling call and different topics
• Identify customer’s needs, clarify information, research every issue and provide solutions or alternatives.
• Build sustainable relationships and engage customers by taking the extra mile
• Keep records of all conversations in our call center database in a comprehensible way.
• Meet personal/team qualitative targets
❖ M.B.A. in Marketing/HR from Raj Kumar Goyal Institute of Technology, Ghaziabad, (2011-2013 secured 64.50%)
❖ B.B.A from Gyanodaya Degree College, Lucknow University, Lucknow in 2010 (secured 62%)
❖ Class 12th (Science stream) from S.P.G.I.C. Sirsia Rampur Karkhana, Deoria (U.P. Board) in 2007 (Secured 63%)
❖ Class 10th from Prestige tutorial Inter College, Deoria. (U.P. Board) in 2005 (secured 68%)