We are hiring upfront Relationship Officer in Haldwani to meet business via allocated bank branches, ideal candidate having basic understanding about banking products and selling.
Role: Relationship Officer – Bank
Location: Haldwani, Uttarakhand (nearby branch, depending upon availability)
Minimum Qualification : Graduation
Experience: 0 – 4 Years of Sales (Freshers can apply for the job)
Please go through the job description as under mentioned for the consideration:
Basic need to enrol SBI Bank Jobs in Haldwani:
- Graduation from any field without any backlog
- Ready to do inside sales jobs in Haldwani area.
- Equal blend of service and sales orientation.
- In absence of equality, prefer sales orientation as a skew
- Thorough understanding of banking
- Customer Retention
- Cost Efficiency Through Process
Need to do as a SBI Job in Haldwani:
As a relationship officer job in Haldwani, you are accountable from client sourcing to product demo till service and sell new products available on digital channels as well.
- Firstly, source the business via allotted bank branches i.e. Haldwani bank branch.
- Key focus areas Acquiring broking clients in Haldwani area(primarily on line)
- Activating clients for trading post acquisition
- Acquiring and retaining new clients and HNIs.
- Greet and Re-direct customers to the appropriate counters based on their service needs
- Build an understanding of the available products/services to answer general customer quires and share the product brochures/forms with the customers.
- Providing clients with Demo & handhold to initiate trading activities after account opening.
- Maintain a list of FAQ by customers and proactively seek clarification
- Promote Demat & Trading account on the digital platforms (YONO, INB) and handhold the customers.
- Share information on new products available on digital channels with customers.
Tag: SBICap Securities Jobs in Haldwani, SBI Jobs in Haldwani, Uttarakhand, Job for Freshers in Haldwani, branch banking jobs in Haldwani,
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