Relationship Officer – Balance Builder

About the role

The Relationship Officer – Balance Builder will work within the Direct Banking Center to drive card acquisition, promote banking products and ensure high‑quality customer interactions. The role focuses on meeting monthly KPIs, maintaining compliance, and building strong relationships with both existing and potential customers.

Key responsibilities

• Achieve assigned monthly KPIs and card acquisition targets.
• Conduct telesales activities, ensuring all calls align with sales goals and regulatory policies.
• Follow up with customers, handle inquiries, resolve complaints, and prevent misselling.
• Update banking systems after each customer interaction and compile daily/monthly MIS reports.
• Participate in daily team huddles, monitor personal performance, and adjust strategies to improve outcomes.
• Adhere to verification, audit, and banking policy requirements.
• Cross‑sell and upsell relevant banking solutions to maximize revenue.
• Maintain accurate records of approvals, requests, and reports.

Required profile

• University graduate with 1‑2 years of experience in a similar sales or banking environment.
• Preferably a background in marketing or practical sales.
• Strong presentation, people‑management, and team‑player abilities.
• Result‑driven attitude with the capacity to work under pressure.
• Analytical mindset and adaptability to changing priorities.

Required skills

• Computer skills for system updates and reporting.