Relationship Officer (CA)

Greetings from LATS Solutions Pvt. Ltd.!We LATS Solutions Pvt. Ltd. are the promising HR consultancies that offers excellent turnkey recruiting and staffing solutions.We are Providing Recruitment/Staffing Solutions to Corporate/organizations and Payroll services.We are looking for IT and Non-IT Clients for Vendor Empanelment.The RoleBuild a database of customer leads through references, opening stalls in areas where there are highernumber of footfalls – like apartment complexes, shopping areas etc., door to door visits, distribution ofpamphlets etc.Schedule meetings with potential liabilities customers and understand their requirement; thereafterpresenting them with the most suitable products and explaining the features/benefits.Communicate clearly to customers on the requirements for various types of products & services – forexample, charges for maintaining a locker, minimum balance to be maintained etc., and on thedocuments required to be submitted to bank with Equitas.Ensure that all customer documents are verified with originals and are handled with care andconfidentiality.Complete all account opening related processes accurately so that the customer experience isenhanced and forms the foundation of a long relationship with the bank.Maintain continuous communication with customers on the status of their account opening process.Frequently communicate with newly signed up customers and assist them with additional products andservices based on their requirements – for example, relevant loan products, investment products etc.Build reference network from newly signed up customers for potential leads.Regularly update Daily Sales Reports and discuss on the plans, action items, progress with thesupervisor.Graduation: (Please specify preferences, if any): Any Graduate Number of years of experience (range): 1 – 4 years. Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom,Consumer Durables like Water Purifiers, Vacuum Cleaners etc.Ideal Profile

• You have at least 1 year experience including solid experience in a similar role within Professional Services and Financial Services.
• You are a strong networker & relationship builder
• You possess strong analytical skills and are comfortable dealing with numerical data
• You are a strong mentor and coach who builds high performing teams

What’s on Offer?

• Relationship Officer (CA)