Relationship Officer will be responsible for ensuring engagement & Visitation of all Digital portfolio merchants assigned.
Relationship Officer will be responsible for portfolio enhancement entailing activation, win-back of volume share from competition,
maintaining complete volume share for both POS & UPI, upselling Soundbox / POS etc. & cross-sell.
Relationship Officer must ensure EMI enablement and activation in all Merchants into EMI business segments like electronics, mobile etc.
To achieve Merchant Acquiring product & Cross-sell targets as Defined by management month on month.
To source Merchant Acquiring products (POS, Soundbox, SmartHub etc.) from the portfolio basis expansions by the existing merchants
(New outlet/New business line), self-employed segments, existing customer leads.
To create an additional income line & eventually make the merchants more profitable to business, Relationship Officer must ensure increased cross-sell penetration inportfolio merchants basis benchmark
Relationship Officer must ensure daily login to Sales Automation Software (CRM) & ensure calling out to customers for cross-sell, Portfolio enhancement, Visit updates etc.
The Relationship Officer will be responsible for ensuring 100% leads & databases (CRM) are actioned and updated within Turn Around Time.
Relationship Officer must ensure all documents are checked in Originals, including KYC. Sign OSV after checking the originals only.
Visit the customer’s premises to pick up documents as per policy requirement and Login the file (submission of file / application to CPA or SM, ADM, RM, PB in the branch).
Relationship Officer will ensure quality business sourcing as per defined norms & ensure all sales processes are adhered to.

Tagged as: “insurance”, bank job, banking, finance, sales

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