{"id":51478,"date":"2025-03-15T04:59:54","date_gmt":"2025-03-15T04:59:54","guid":{"rendered":"https:\/\/www.whitehattoolbox.com\/jobs\/relationship-officer-ca\/"},"modified":"2025-03-15T04:59:54","modified_gmt":"2025-03-15T04:59:54","slug":"relationship-officer-ca","status":"publish","type":"post","link":"https:\/\/www.whitehattoolbox.com\/jobs\/relationship-officer-ca\/","title":{"rendered":"Relationship Officer (CA)"},"content":{"rendered":"

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.<\/span>The Role<\/b><\/span>Build a database of customer leads through references, opening stalls in areas where there are higher<\/span>number of footfalls \u2013 like apartment complexes, shopping areas etc., door to door visits, distribution of<\/span>pamphlets etc.<\/span>\uf0b7<\/span>Schedule meetings with potential liabilities customers and understand their requirement; thereafter<\/span>presenting them with the most suitable products and explaining the features\/benefits.<\/span>\uf0b7<\/span>Communicate clearly to customers on the requirements for various types of products & services \u2013 for<\/span>example, charges for maintaining a locker, minimum balance to be maintained etc., and on the<\/span>documents required to be submitted to bank with Equitas.<\/span>\uf0b7<\/span>Ensure that all customer documents are verified with originals and are handled with care and<\/span>confidentiality.<\/span>\uf0b7<\/span>Complete all account opening related processes accurately so that the customer experience is<\/span>enhanced and forms the foundation of a long relationship with the bank.<\/span>\uf0b7<\/span>Maintain continuous communication with customers on the status of their account opening process.<\/span>\uf0b7<\/span>Frequently communicate with newly signed up customers and assist them with additional products and<\/span>services based on their requirements \u2013 for example, relevant loan products, investment products etc.<\/span>\uf0b7<\/span>Build reference network from newly signed up customers for potential leads.<\/span>\uf0b7<\/span>Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the<\/span>supervisor.<\/span>Graduation: (Please specify preferences, if any): Any Graduate<\/span>\uf0b7 Number of years of experience (range): 1 \u2013 4 years.<\/span>\uf0b7 Type of companies\/sector worked for: Banks\/Insurance\/Direct Sales like Credit Card, Pharma, Telecom,<\/span>Consumer Durables like Water Purifiers, Vacuum Cleaners etc.<\/span>Ideal Profile<\/b><\/p>\n