Job Description :
A Relationship Officer (also known as Customer Relationship Officer) is responsible for building and maintaining strong relationships with clients, ensuring customer satisfaction, and driving business growth through excellent service and cross-selling/upselling products. This role is common in banks, NBFCs, insurance companies, and financial institutions.
we have available Relationship Officer jobs in surat.
Job Location :
Surat, Gujarat
Job Timing :
Full-time
Salary Range :
₹2,75,000 – ₹4,70,000 a year
Roles and Responsibilities :
- Handle warm leads provided by the company and convert them into successful business.
- Build strong relationships with customers and offer tailored financial/insurance solutions.
- Cross-sell products based on customer needs and profiles.
- Maintain client records and ensure regular follow-ups for service and upselling.
- Achieve monthly sales targets and maintain high-quality standards.
Experience :
Banking, Financial Services & Insurance: 2 years (Required)
Education :
Bachelor’s
Gender :
Any Gender
