Relationship Officer Roles and Responsibilities for the share market company.
1 Need
to generate leads via social media.
2 RO should do tele calling on daily bases and should update their client’s
status in CRM.
3 Daily basis need to clear follow ups should not be in escalated leads.
4 If one client ready to open account need fix with him appointment.
5 RO should verify all the KYC documents before entering EKYC.
6 Once client opened with us need to give basic demo.
7 Client feedbacks should update by every weekend (Saturday),and need to
update in CRM.
8 RO should keep good relationship with clients and should follow-up clients
with good and soft manner.
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