Relationship Officer
Innovation group for Citi Bank
Total years of experience :3 years, 5 Months
Duties & Responsibilities:
• Marketing and sales of personal loans, credit cards of listed companies.
• Research and development of the market for further growth of business.
• Client servicing the banks products after sales for the benefit of the client and future business.
• Responsible for the achievement of the sales target set by the bank.
\]Duties & Responsibilities:
• Developing and appointing new business partners to expand the product reach (health care product/ life insurance market and coordinating with the dealers & distributors/advisors to assist them to promote) in the product.
• Maintaining the portfolio of customer.
• Creating High network clients data base for future references.
• Giving the best of customer satisfaction to the client and to create opportunities for further growth of business to the organization.
• Monitor the post service activities like follow up with the customer service reminder and handling customer grievances for superior customer service.
Duties & Responsibilities:
• To identifying prospective customers from various sectors and generate business from them.
• Development of need based sales of financial products in adjoining areas.
• Generating revenue in terms of commissions and incentives.
• Targeting segments in terms of clientele generations and long term association.
• Focus on HNI’s to develop better revenue.
• Providing better services and solving queries.
ACADEMIC PROJECTS Title:To understand the need of Life Insurance at Aligarh. Organisation: Hdfc Standard Life Insurance Company pvt.Ltd. Duration: 6 Month (jan 07-jun 07). Role : Financial Adviser.