About the role
Group Company: AU Small Finance Bank Limited
Designation: Senior Relationship Officer CV & CE
Office Location:
Position description: #*Position description*#
Primary Responsibilities: #*Primary Responsibilities*#
Additional Responsibilities: #*Additional Responsibilities*#
Reporting Team
- Reporting Designation: #*Reporting Designation*#
- Reporting Department: #*Reporting Department*#
Educational qualifications preferred
#*Education and Experience*#
- Category: #*Category*#
- Field specialization: #*Field specialization*#
- Degree: #*Degree*#
- Academic score: #*Academic score*#
- Institution tier: #*Institution tier*#
Required Certification/s: #*Required Certification/s*#
Required Training/s: #*Required Training/s*#
Required work experience
- Industry: #*Industry*#
- Role: #*Role*#
- Years of experience: #*Years of experience*#
- Develop and maintain strong relationships with existing and prospective clients to promote current and savings account products.
- Identify and pursue new business opportunities to expand the bank’s customer base within the assigned territory.
- Conduct detailed financial needs analysis to recommend appropriate banking solutions tailored to client requirements.
- Collaborate with internal teams to ensure seamless onboarding and servicing of clients, enhancing customer experience.
- Monitor and analyze market trends and competitor activities to adjust sales strategies accordingly.
- Ensure compliance with all regulatory and internal policies related to account opening, KYC, and anti-money laundering procedures.
- Prepare and present regular reports on sales performance, client feedback, and market insights to senior management.
- Resolve client issues promptly and effectively, maintaining high levels of customer satisfaction and retention.
- Train and mentor junior relationship officers to build a high-performing sales team.
- Participate in cross-functional initiatives to support product development and marketing campaigns.
- Client Relationship Management
- Financial Needs Analysis
- Current and Savings Account Products
- Regulatory Compliance (KYC, AML)
- Sales Strategy Development
- Market and Competitor Analysis
- Customer Onboarding
- Conflict Resolution
- Team Leadership and Mentoring
- Report Preparation and Presentation
- Bachelor’s degree in Finance, Business Administration, or a related field; MBA or equivalent postgraduate qualification preferred.
- Minimum of 5 years of experience in relationship management or sales within the banking or financial services industry, with a focus on current and savings accounts.
Key Performance Indicators: #*Key Performance Indicators*#
Required Competencies: #*Required Competencies*#
Required Knowledge: #*Required Knowledge*#
Required Skills: #*Required Skills*#
Required abilities
- Physical: #*Physical*#
- Other: #*Other*#
Work Environment Details: #*Work Environment Details*#
Specific requirements
- Travel: #*Travel*#
- Vehicle: #*Vehicle*#
- Work Permit: #*Work Permit*#
Other details
- Pay Rate: #*Pay Rate*#
- Contract Types: #*Contract Types*#
- Time Constraints: #*Time Constraints*#
- Compliance Related: #*Compliance Related*#
- Union Affiliation: #*Union Affiliation*#