Relationship Officer _ Southall

Quantum Group
14 Feb 2019
05 Mar 2019
Contract Type
Full Time

Our client is an Internation Bank is looking to hire a Relationship Officer to join their team in Southall Branch;

Job Purpose:

  • Business generation for the Branch Banking channel.
  • Need analysis, managing and growing relationships of key customers.
  • Adherence to compliance policies and organization's standard operating procedures.
  • Undertaking projects and assignment from time to time as directed by Supervisor.

Area of Responsibility:

  • Enhance the relationship value of existing customers and offer Bank's products and services following a need-based approach.
  • Manage an identified set of customer portfolio of Personal as well as Business customers for business generation and effective customer service.
  • Identification of prospective customers to offer products and services as per their need and increase customer base through acquisitions and deepening.
  • Active daily engagement with customers through outbound telephone calls, emails and physical meetings.
  • Delivery of assigned business goals as agreed with the supervisor, with a specific focus on Loan Against Property Disbursements, Business Banking acquisitions and fee, Retail remittances, Deposit origination and any other goals as agreed with supervisor.
  • Lead generation, acquisition and managing Salary Corporate relationships and Account acquisitions thereof, for Branch Channel.
  • To maintain a professional relationship with existing account holders and mapped the portfolio of customers on an ongoing basis.
  • Servicing of branch customers and processing financial and nonfinancial service requests from customers, as and when needed for the smooth operation of the branch.
  • Ensuring requisite compliance with all applicable rules and regulations including specifically to KYC, AML requirements in line with the policies and procedures ofBank.
  • To understand the market needs and give feedback to the Product Development Team to streamline the process and product gaps.
  • Coordination with respective internal and external stakeholders, when required for effective product and service delivery.

Job Authorities:

  • People Related: Interaction with Team members, Customer Service Manager, Branch Manager, Marketing Personnel, Compliance Personnel, Operations Personnel
  • Operational Related: Adhere to all policies and procedures for transactional banking, AML, and KYC.

Functional Skills

  • Selling skills
  • Preparing and Making presentations
  • Ability to engage in a conversation
  • Managing MIS
  • Ability to work on Microsoft Excel and access
  • Knowledge of bank's products and services
  • Knowledge of bank's procedures and processes

Behavioral Skills

  • Excellent communication and interpersonal skills and a team player
  • Ability to multi-task and adapt to any situation or change
  • Fast learner, energetic, and results-oriented
  • Problem solver with good judgment
  • Flexibility to travel for client meetings and other official assignments
  • Professional, honest and efficient
  • Conduct customer's business professionally and keep their financial information confidential
  • Work well under pressure
  • Drive for results
  • Interpersonal Effectiveness and Influencing Skills
  • Process Orientation
  • Analytical Thinking

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