Job Description
Job Title –
Liabilities Relationship Officer / Assistant Branch Manager Liabilities Product (CASA)
Place of work
Odisha
Business Unit
Retail Banking-Rural Banking
Function
Rural Sales
Job Purpose :
The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer . The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities of Liabilities Relationship Officer:
'- Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports
Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area
Essure completion of account opening formalities with strict adherence to KYC norms (Field verification Mandatory)
Engage customers with multiple products at the time of account Opening (viz: Mobile banking / Net banking registration / RD- FD activation)
Ensuring account activation and subsequently maintaining the health of account
Ensure superior customer service to capture larger wallet share of population
Spearhead resolution of customer queries and issues
Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements
Ensure compliance as per the bank requirements.
'- Recommend process changes in order to improve service efficiency and quality across the branch network
Provide support for implementation of livelihood advancement and community development initiatives.
Liabilities Relationship Officer / Assistant Branch Manager Liabilities Product (CASA)
Place of work
Odisha
Business Unit
Retail Banking-Rural Banking
Function
Rural Sales
Job Purpose :
The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer . The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.
Roles & Responsibilities of Liabilities Relationship Officer:
'- Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports
Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area
Essure completion of account opening formalities with strict adherence to KYC norms (Field verification Mandatory)
Engage customers with multiple products at the time of account Opening (viz: Mobile banking / Net banking registration / RD- FD activation)
Ensuring account activation and subsequently maintaining the health of account
Ensure superior customer service to capture larger wallet share of population
Spearhead resolution of customer queries and issues
Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements
Ensure compliance as per the bank requirements.
'- Recommend process changes in order to improve service efficiency and quality across the branch network
Provide support for implementation of livelihood advancement and community development initiatives.
💡 Quick Summary
Seeking a career-building opportunity? The LRO ABM|CASA|Odisha| Orissa| India position is now open for candidates interested in the Bank Jobs sector. This role in Orissa offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
