Relationship Officer

Work Level: Individual

Core: Self Motivated

Leadership: Influencing

Industry Type: Banking

Function: Back Office Executive

Key Skills: Back Office Operations

Note: This is a requirement for one of the Workassist Hiring Partner.

Primary Responsibility:

We are looking for a dynamic, customer-centric, and detail-oriented professional to join our Branch Operations Team. The role includes handling KYC compliance, offering superior customer service, managing new account openings, and contributing to sales and relationship management at the branch level.

Key Responsibilities:

🧾 KYC Verification & Compliance

Collect, verify, and update customer KYC documents in line with RBI and internal guidelines.

Ensure timely and accurate data entry into core banking systems.

Conduct due diligence checks for onboarding new clients and periodic reviews for existing customers.

Coordinate with the compliance and audit teams to ensure readiness and adherence.

👥 Customer Handling & Service Delivery

Welcome and assist walk-in customers with banking queries, transactions, and services.

Address customer requests like passbook updates, cheque book issuance, and account statements.

Resolve customer complaints effectively to maintain high satisfaction.

Educate customers on digital banking platforms, mobile apps, and value-added services.

🤝 Branch Relationship Management

Build rapport with customers to enhance engagement and retention.

Promote and cross-sell financial products such as:

Savings & Current Accounts (CASA)

Fixed Deposits, Insurance, Mutual Funds

Generate leads from existing walk-ins and referrals.

Support branch in achieving customer service and sales targets.

🗂️ Operational Support

Assist in the new account opening process, ensuring documentation accuracy and timely processing.

Maintain complete and correct records of all client interactions and service requests.

Liaise with backend teams to ensure seamless service delivery and issue resolution.

Company Description

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers and offer a wide range of job opportunities across different industries and levels of experience. Our e-recruitment technology enables us to quickly adapt to the new normal and assist both job seekers and employers in finding the right match.

We work with more than 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents. Our goal is to enhance the job seeking experience and provide the best opportunities for job seekers and the best talent for employers from all over the world.

For a seamless job search experience, please visit: https://bit.ly/3QBfBU2.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, dont hesitate to apply today. We are waiting for you!