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Relationship Officer CV & CE Used

AU Small Finance Bank · Bhilwara, Rajasthan, India

Imported listingfull-timeabout 1 month ago

About The Role

Job Description / Key Responsibilities Managed a portfolio of retail and SME customers, ensuring high-quality customer service and long-term relationship building Sourced new business for banking products including savings accounts, current accounts, loans, and cross-sell products Achieved assigned sales and revenue targets on a monthly and quarterly basis Identified customer financial needs and provided suitable banking solutions Maintained strong relationships with existing customers to ensure retention and portfolio growth Coordinated with internal teams such as credit, operations, and compliance for smooth processing of customer requests Ensured all documentation and KYC requirements were completed as per bank policies Monitored account performance and followed up on renewals, enhancements, and repayments Resolved customer queries and complaints within defined service timelines Prepared MIS reports and regularly updated management on business performance

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