Relationship Officer at Skillventory in Angul, Bhubaneswar, Sambalpur

Role & responsibilities

A Relationship Officer for Branch Banking focuses on acquiring new customer accounts, driving sales targets, and managing local client relationships.

Key Responsibilities

• Account Acquisition: Open new CASA (Current Account and Savings Account) and liability accounts through cold calling, walk-ins, and market references.
• Cross-Selling: Promote core banking services and third-party financial products like life insurance, health insurance, and mutual fund SIPs.
• Target Achievement: Meet monthly and quarterly sales numbers defined in the performance scorecard.
• Customer Service: Solve client queries, handle complaints, and deepen existing bank relationships.