Customer Relationship Officer
Customer Acquisition: Identify potential customers and generate leads for Bank of Baroda credit cards. Credit Card Sales: Explain credit card features, benefits, eligibility criteria, charges, and offers to customers. Lead Generation: Generate leads through branch references, walk-in customers, calling, and other sales activities. Documentation: Collect and verify customer documents such as PAN card, Aadhaar card, income proof, and other required documents as per bank policy. Application Processing: Fill out credit card application forms accurately and submit applications for processing. Customer Relationship Management: Maintain good relationships with existing and prospective customers. Follow-ups: Follow up with customers regarding pending documents, application status, and card issuance. Sales Targets: Achieve monthly credit card sales targets assigned by the organization. Coordination: Coordinate with bank branch staff and the credit card processing team to ensure smooth application processing. Reporting: Maintain daily sales reports, lead details, application status, and other MIS reports.
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