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- Relationship Officer (Retail Banking)
Job vacancy Relationship Officer (Retail Banking)
Relationship Officer (Retail Banking)
Our client in the banking sector is seeking to recruit a Relationship Officer (Retail Banking) who will report to the Vice President Retail Banking.
Responsibilities:
Providing on ground support to Branch Managers in collecting the documents from the customers and sending it to the relevant department for service requests where documentation or in person meeting with customer is required.
Conducting financial needs analysis and risk profiling for the customers in their portfolio and ensuring periodic portfolio reviews for all customers.
Initiating client engagement activities on ground and online Initiatives like webinars, mail campaigns, learning initiatives etc.
Profiles:
Holder of a degree in Finance.
At least 5 to 6 years experience, out of which a minimum of 2 years of experience in the banking sector.
Proficiency in Microsoft Office.
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