Skillsquad | Relationship Officer | Banking
- Category: Bank Jobs
- Location: Mumbai, Maharashtra
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 23K to 26K
- Published on: 2025/09/21
Relationship Officer Bank Includes
A Relationship Officer in a bank is responsible for building and maintaining strong relationships with clients and ensuring their financial needs are met.
Key Responsibilities Include
• Managing and growing a portfolio of clients through effective relationship-building.
• Understanding clients' financial goals and providing suitable banking solutions.
• Collaborating with internal teams to ensure excellent customer service.
Job Brief
In this role, a Relationship Officer in a bank is responsible for :
• Identifying and pursuing new business opportunities with potential clients.
• Conducting financial assessments to understand clients' needs and risk tolerance.
• Providing financial advice and recommending appropriate banking products.
• Ensuring compliance with banking regulations and policies.
• Maintaining accurate and up-to-date client records and interactions.
Responsibilities
• Building and maintaining strong, long-lasting customer relationships.
• Meeting and exceeding sales targets for banking products and services.
• Resolving client issues and ensuring high levels of customer satisfaction.
• Keeping abreast of industry trends and changes in financial regulations.
• Collaborating with cross-functional teams to enhance the overall customer experience.
(ref:updazz.com)
Related jobs
-
Market Risk Analyst| NCT
Position Overview In Scope of Position based Promotions (INTERNAL only) Job Title: Market Risk Analyst, NCT Location: Pune, India Role Description This role will be part of Data Quality and Operational Governance team responsible for improving data q...
-
GFX |amp| LDC | Business Management
Position Overview Job Title- Business Management - Global Emerging Markets Location- Mumbai, India Role Description The role is an extension of the onshore GEM Business Management & Control team. It involves liaising with COO and Business Manager...
-
Wholesale Banking | Loan Documentation |amp| Client Servicing
• Handling of specified portfolio by providing services related to Legal Documentation and Credit Admin activities in CIIB. Working closely with the Cluster Manager to support for delivery of all actionable. • Issuance of sanction letter & Securi...