Relationship officer /Fathima Afsana-8438300828

A Relationship Officer (RO) or Relationship Manager (RM) linked with Canara Bank (often through partner channels like Canara HSBC Life Insurance or direct distribution) manages client accounts, drives product sales, and builds local networks

Job Description (JD)

• Customer Meetings: Conduct daily customer meetings and visits. 
• Lead Generation: Create leads through campaigns, cold calling, and local networking.
• Business Targets: Achieve assigned business targets for loans, CASA (Current Account Savings Account), or insurance/wealth products
• Documentation & Tracking: Handle initial documentation, application logins, and issuance tracking via Lead Management Systems (LMS).
• Customer Servicing: Provide post-sales service, manage renewals, and resolve client queries

JOBS`n TA HR Services

One of South India's Leading HR Services Company!

JOBS ‘n TA is a premier HR Company focusing on Building Human Capital, through its entire gamut of HR-Services ranging from Staffing, Training & HR Consulting. Our Solutions enables Clients to concentrate on their core-business competencies, thus impacting their business to scale up.

We believe, professional excellence is a collective experience – to be Spotted, Nurtured and Shared!