GyanDhan jobs - Relationship Officer

.        This is a Sales position and is responsible for driving business, achieving monthly sales targets and acquiring new customers

·         Maintaining  relationships with Banks

·         Generating leads from Banks.

·         Timely execution of all sales activities - leads, campaigns, referrals & any self-generated leads

·         Tracking and reporting sales performance including pipeline, acquisition results and market conditions

·         Set appointments, listen to customer needs and sell a most appropriate premium product

·         Collecting documents from customers  and submitting the same to the banks

·         Ensures all applications are fully and accurately completed and submitted properly

·         Be the interface between the Bank and the customer to resolve any application processing issues

·         Attend and participate in regular staff meetings

·         Ensuring all performance standards are met viz. business targets, controls and compliance

·         Engaging with premium customers to build relationships and delivering a positive customer experience while acquiring new customers

·         Expansion of internal and external relationships, and drive sales results.

·         The position is also responsible for ensuring appropriate sales processes are followed, and the highest levels of controls and compliance have adhered.