Relationship Officer Roles and Responsibilities.
1 Need to generate leads via social media, tele calling and field work.
2 Daily basis to do tele calling and status updates 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 deciding EKYC or KYC.
6 Once client opened with us need to give basic demo RO should share client ID , Back office client process pay in and pay out methods.
7 Client feedback update by weekly Saturday need to update in CRM.
8 RO should keep good relationship with clients and should his/her clients with good and soft manner.
At MSE Financial Services Ltd. (MSE FSL),our objective is to meet financial goals of each and every individual client coming into our fold. During our two decade long existence, our company has earned a great admiration from the investing community and remains a house hold name for trust and confidence. MSE FSL does not make any distinction between clients in terms of one’s wealth , as the company firmly believes in the good old philosophy that - a small investor of today would ultimately grow up to become a large investor of tomorrow as his investments multiply over a period of time. MSEFSL extends all necessary support to its investing clientele to grow wealth. As such, every investor would experience a great feeling of care and concern when he/she is associated with the brand MSE FSL.
Our valued clients can also exclusively avail customized financial planning solutions through detail client profiling and after due evaluation of diversified investments across asset classes for better safety and returns through the help of select experts. Here, investments are strategically planned to meet financial goals throughout the life cycle of an individual client and beyond.