Relationship Officer - Real Estate

Job Purpose

• Meet and exceed monthly and annual sales target objectives
• Ensure penetration in the market through focus on New to Bank acquisition as well as soliciting existing clientele
• Do proper analysis of the case and provide all related information of the customer after the field visit is done
• Be familiar with all policies, products and processes to ensure superior client onboarding experience
• Proactively participate in Learning, Development and training programmes of the bank to be an effective sales personnel
• Ensure strict adherence to all KYC, Compliance policies and other processes as stipulated

General Accountability

Financial

Accomplish set sales and revenue objectives for all Products as per the set business plan.

• Achieve monthly & annual set KPI objectives
• Focus on New to Bank acquisition along with leveraging existing client base
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