ME-Relationship Officer-Retail
CoimbatoreFull-timeFresherPosted 1 week ago
Entry-level finance role at Hdfc Bank in Coimbatore. Open to freshers with a degree.
About the role
Strengthen relationships through cross-sell, ring-fencing, and enhancing volume and float of merchant portfolios.
What you'll do
- Relationship Officer will be responsible for ensuring engagement & Visitation of all Retail portfolio merchants assigned
- Merchant Engagement & Portfolio Management; Engage and visit assigned merchants; Enhance portfolio and float via activation, upselling, and cross-selling
- Target Achievement; Meet monthly merchant acquiring and cross-sell targets; Source merchant acquiring products from portfolio expansions and leads
- Cross-Sell & Profitability; Increase cross-sell penetration to create additional income; Promote bank products like Term, CC, IFB, RA, and Lending to merchants
- Sales Automation & Database Management; Use sales automation tools daily for updates and customer calls; Action and update leads and databases within turnaround time
What you need
- Sales
- Cross-selling
- Portfolio management
- KYC
- Reporting
- HTML
Good to have
- POS