Talent.com
Branch : Branch Relationship Officer

Branch : Branch Relationship Officer

ConfidentialMathura, India
18 days ago
Job description

About Branch Banking :

The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services.

About the Role :

  • As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits.
  • They will be required to use their communication skills to add new customers and Cross Sell of Bank products.
  • As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer.
  • BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure.
  • BROs may also be posted as teller as per organization's requirements for processing cash transactions of customers.
  • BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible

Key Skills :

  • Customer Service Skills - Excellent communication and interpersonal skills to interact effectively with customers
  • Regulatory Knowledge - Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements
  • Sales and negotiation - Ability to sell financial products and services
  • Attention to detail - High level of accuracy in handling cash transactions and financial documents
  • Key Responsibilities :

  • Offering solutions and Cross selling Bank's retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.)
  • Achieve Business budgets as assigned by the organization on a monthly basis consistently.
  • Generating referrals and leads of new customers for sale of bank's products.
  • Promoting bank's products by taking part in marketing activities and customer visits outside the branch.
  • Contact existing customers for bringing in more deposits and cross selling of bank's products.
  • Timely and accurate processing of customer transactions and requests.
  • Handle customer queries and provide correct solutions to ensure there are no customer complaints.
  • Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time.
  • Ensure that all audit requirements of the bank are met optimum audit rating.
  • Complete all mandatory certifications required for the role (EUIN, SP Certification etc.)
  • Complete all learning activities / trainings conducted by the bank from time to time.
  • Daily entry of interaction with customers in bank's CRM system.
  • Participate and follow all initiatives / Campaigns / Drives that are undertaken by the bank from time to time
  • Qualifications :

    Optimal qualification for success on the job is :

  • Graduation / Post-Graduation from a recognized institute
  • Role Proficiencies :

    For successful execution of the job, the candidate should possess the following :

  • Knowledge of banking regulations and norms
  • Maintain a high level of knowledge of banking products and services
  • Good communication (both verbal and written) skill in both English and the local language
  • Ability to handle pressure and meet deadlines
  • Good networking and relationship building skills.
  • Skills Required

    Refer to the Job Description

    Create a job alert for this search

    Relationship Officer • Mathura, India

    Related jobs
    • Promoted
    Branch : Gold Loan Officer

    Branch : Gold Loan Officer

    ConfidentialDeeg, India
    With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy.Branches play a major role...Show moreLast updated: 30+ days ago
    • Promoted
    State Business Head - Uttar Pradesh

    State Business Head - Uttar Pradesh

    Hiranandani Financial ServicesAgra, IN
    Manage Secured Business Loans for the designated state.Guide & facilitate Cluster and Area Managers to formulate and drive plans for their respective state. Ensure Overall revenue targets are met fo...Show moreLast updated: 12 days ago
    • Promoted
    Branch Relationship Manager

    Branch Relationship Manager

    ConfidentialMathura, India
    Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the Aditya Birla Group, a globally renowned Indian conglomerate, and Sun Life Financial Inc.Since its establishmen...Show moreLast updated: 17 days ago
    • Promoted
    Branch : Branch Head

    Branch : Branch Head

    ConfidentialAgra, India
    With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy.Branches play a major role...Show moreLast updated: 22 days ago
    • Promoted
    We are hiring SLI Relationship Manager-Rajasthan

    We are hiring SLI Relationship Manager-Rajasthan

    HDFC Bank LimitedBharatpur, IN
    We are hiring RM-SLI || Across Rajasthan State || 3-8 Years.RM Is responsible for Acquiring new customers and maintain the accounts of existing customers at the branch level so that Business object...Show moreLast updated: 2 days ago
    • Promoted
    Branch : Relationship Manager - Priority Banking

    Branch : Relationship Manager - Priority Banking

    ConfidentialAgra, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 2 days ago
    • Promoted
    Investor Relations Associate

    Investor Relations Associate

    TalentojBharatpur, IN
    Your job is to make our investors feel comfortable.You are responsible for giving them clarity.Proficient in any South Indian language. The desire to help customers with their problems.You have basi...Show moreLast updated: 18 days ago
    • Promoted
    Branch : Branch Operations Head

    Branch : Branch Operations Head

    ConfidentialAgra, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank ...Show moreLast updated: 22 days ago
    • Promoted
    Investor Relation Executive

    Investor Relation Executive

    TalentojAgra, IN
    Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems. You have basic financial knowledge.Show moreLast updated: 15 days ago
    • Promoted
    Branch : Teller

    Branch : Teller

    ConfidentialAgra, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 13 days ago
    • Promoted
    Bharat Banking : Relationship Manager - Farmer Funding

    Bharat Banking : Relationship Manager - Farmer Funding

    ConfidentialVrindavan, India
    Bharat Banking is a new Department which has been set up to drive different business that the Bank does in Semi Urban and rural markets. The department is expected to drive business outcomes by focu...Show moreLast updated: 22 days ago
    • Promoted
    Field Sales Representative

    Field Sales Representative

    TIBCON Capacitors (Tibrewala Electronics Limited)Agra, IN
    Kanpur,Lucknow,Prayagraj,Varanasi.Electrical (Preferred background in switchgear, electrical components, or similar sectors). Tibrewala Electronics Ltd, established in 1985, is a leading manufacture...Show moreLast updated: 30+ days ago
    • Promoted
    Branch : Branch Relationship Officer - Premium Service

    Branch : Branch Relationship Officer - Premium Service

    ConfidentialAgra, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 20 days ago
    • Promoted
    • New!
    Inbound Sales & Relationship Specialist

    Inbound Sales & Relationship Specialist

    DoztiAgra, IN
    Inbound Sales & Relationship Specialist – Dozti.Dozti is a private holding company with interests across technology, infrastructure, consumer markets, and emerging industries.We support purpose-bui...Show moreLast updated: 22 hours ago
    • Promoted
    Mortgage Loan Closer

    Mortgage Loan Closer

    FirstsourceBharatpur, IN
    Walk-in Drive – US Mortgage Process @ Firstsource | Work from Office – Bangalore.Warm Greetings from Firstsource!.Dates : 3rd Nov to 7th Nov 2025. Location : Bangalore (The Residences at Brigade Tech ...Show moreLast updated: 18 days ago
    • Promoted
    Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Marketing Branches Operations

    Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Marketing Branches Operations

    ConfidentialAgra, India
    We are seeking a high-energy and self-motivated Relationship Manager - Agri-Finance to drive business in the Tractor Loans and Retail segment. The role involves sourcing working capital loans for Ag...Show moreLast updated: 22 days ago
    • Promoted
    Branch : Branch Relationship Officer

    Branch : Branch Relationship Officer

    ConfidentialAgra, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank...Show moreLast updated: 22 days ago
    • Promoted
    CBG : CB RM

    CBG : CB RM

    ConfidentialHathras, India
    About Commercial Banking Group : .The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. The Relationship Manager will be responsible for nur...Show moreLast updated: 1 day ago