Relationship Officer |
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Primary Responsibilities:
- Relationship Officer will be responsible for ensuring engagement & Visitation of all Retail 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.
- Retail 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 (Vymo/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, Vymo) 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.
- Additional Responsibilities:
- Cross Sell – CC , CASA , Asset, TPP etc.
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