Relationship officer

Relationship officer

City of London Full-Time 25000 £ / year No home office possible
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At a Glance

  • Tasks: Maximize income by acquiring new customers and providing tailored banking solutions.
  • Company: Join an international bank focused on serving NRIs in the UK and India.
  • Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
  • Why this job: Be part of a team that values excellent customer service and impactful relationships.
  • Qualifications: No specific experience required; just bring your passion for customer engagement!
  • Other info: Work from various locations, including VFS offices and customer sites.

We are inviting applications for the Relationship Officer for an international Bank for their new tie ups with VFS office at their offices in UK. JOB ROLE The Relationship Officer (RO) role has an objective of maximising income for the Bank by capturing the market potential presented by NRIs in the UK. The purpose of the role is to offer complete banking solutions, suitable as per the customer's requirements (both in the UK as well as in India). The role further exists to provide excellent customer service, which is the foundation for a happy customer. JOB RESPONSIBILITY Complying with extant regulatory guidelines while acquiring new customers. Uses various methods including but not limited to client referrals, internal networks, corporate relationships etc. to acquire new customers. Meeting customers (including potential customers) at VFS offices , branches and/or any mutually convenient location with prior appointment, including customers' workplace or residence, as and when needed by the Bank. Calling/meeting all mapped customers, as required by the Bank. Profiling every new customer during on-boarding to understand the complete banking opportunity of the customer, as well as his/her family members in the UK, with focus also on the Banking needs in India. Identifying and pursuing opportunities of existing customers, which may result in incremental business for the Bank. Establishing and maintaining the highest level of customer service and delivery standards during all customer interactions. Supporting the branch's business development initiatives by promoting and attending business development and sales events. Adhering to conduct risk elements and customer servicing, as stipulated by the regulators. Responsible for all branch operations including but not limited to handling of cash, maintenance of cash register, ensuring compliance with the policies and procedures of the bank. Responsible for processing of Remittances. Ensure desired & uniform level of customer service to the branch customers; whether in front desk or in the teller area. This includes solving the customer queries efficiently, helping them with the alternatives and making sure that bank's processes and guidelines are followed in the same; within the desired timelines as per bank's commitment to customers. Ensure the rejections in transactions and account opening is kept at the minimum to ensure minimum customer inconvenience and the desired service timelines as communicated to the customer. Responsible to follow all the health & safety, operational risk and compliance guidelines in their day-to-day work as per the bank's policies. Ensuring requisite compliance with all applicable rules and regulations including specifically Know Your Customer (KYC), Anti Money Laundering (AML) requirements in line with the policies and procedures of the Bank Highest degree or ethics and conduct KEY PERFORMANCE INDICATORS Every RO who joins the Bank is expected to meet the parameters in line with the Bank's strategy, including but not limited to the following: Engaging with customers through physical meetings, as well as by calling them. Documenting the outcome of such meetings Actioning on tasks assigned to them within stipulated timeline Generate incremental business by acquiring new customers, as well as from existing customer base mapped to them Cross sell of all suitable products which are being offered by Bank, as per the Bank's approved framework

Relationship officer employer: Quantum Group

As a Relationship Officer at our international Bank in the UK, you will be part of a dynamic team dedicated to providing exceptional banking solutions tailored to the needs of NRIs. We pride ourselves on fostering a collaborative work culture that emphasizes professional growth and development, offering comprehensive training programs and opportunities for career advancement. With a strong commitment to customer service and compliance, we ensure that our employees are equipped with the tools and support necessary to thrive in their roles while making a meaningful impact in the lives of our customers.
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Contact Detail:

Quantum Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Relationship officer

Tip Number 1

Familiarize yourself with the banking products and services offered by the bank, especially those tailored for NRIs. This knowledge will help you confidently discuss solutions that meet customer needs during your interactions.

Tip Number 2

Network with professionals in the banking and finance sector, particularly those who have experience working with NRIs. Building these connections can provide valuable insights and potential referrals that may lead to new customer acquisitions.

Tip Number 3

Practice your communication skills, focusing on how to effectively engage with customers both in person and over the phone. Being able to establish rapport quickly is crucial for a Relationship Officer.

Tip Number 4

Stay updated on regulatory guidelines and compliance requirements relevant to banking operations. Understanding these regulations will not only help you in your role but also demonstrate your commitment to ethical banking practices.

We think you need these skills to ace Relationship officer

Customer Relationship Management
Excellent Communication Skills
Sales and Negotiation Skills
Market Analysis
Networking Abilities
Regulatory Compliance Knowledge (KYC, AML)
Problem-Solving Skills
Attention to Detail
Time Management
Interpersonal Skills
Adaptability
Financial Acumen
Conflict Resolution
Team Collaboration
Customer Service Excellence

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Relationship Officer position. Understand the key responsibilities and performance indicators, as this will help you tailor your application to highlight relevant experiences.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in customer service, banking, or sales. Provide specific examples of how you've successfully engaged with customers and generated business in past roles.

Showcase Your Skills: Demonstrate your skills in relationship management, compliance with regulations, and customer service excellence. Use concrete examples to illustrate how you have maintained high standards in these areas.

Tailor Your Application: Customize your cover letter to reflect your understanding of the bank's objectives and how you can contribute to maximizing income through customer engagement. Mention your familiarity with the UK market and NRIs, if applicable.

How to prepare for a job interview at Quantum Group

Understand the Role

Make sure you have a clear understanding of the Relationship Officer role and its responsibilities. Familiarize yourself with how the bank aims to maximize income through customer engagement, especially focusing on NRIs in the UK.

Showcase Customer Service Skills

Prepare examples that demonstrate your ability to provide excellent customer service. Highlight any previous experiences where you successfully resolved customer queries or improved customer satisfaction.

Know the Regulatory Guidelines

Brush up on the relevant regulatory guidelines such as KYC and AML. Be ready to discuss how you would ensure compliance while acquiring new customers and handling transactions.

Demonstrate Networking Abilities

Be prepared to talk about your networking skills and how you can leverage client referrals and corporate relationships to acquire new customers. Share specific strategies you would use to build and maintain these connections.

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