Talent.com
Branch:Branch Relationship Officer
Branch:Branch Relationship OfficerConfidential • Kashipur, India
Branch : Branch Relationship Officer

Branch : Branch Relationship Officer

Confidential • Kashipur, India
26 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 • Kashipur, India

    Related jobs
    Supply Chain Director

    Supply Chain Director

    Naini Papers • Kashipur, Republic Of India, IN
    Location : Kashipur, Uttarakhand.About Us : Naini Papers Limited is a pioneer in sustainable paper manufacturing, recognized for its innovation, quality, and environmental stewardship.We are driven b...Show more
    Last updated: 30+ days ago • Promoted
    RB-LS : Business Development Associate

    RB-LS : Business Development Associate

    Confidential • Thakurdwara, India
    The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the.The department drives business from branches across India and is responsible for sourci...Show more
    Last updated: 26 days ago • Promoted
    Branch : Branch Head

    Branch : Branch Head

    Confidential • Kashipur, 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 more
    Last updated: 22 days ago • Promoted
    Customer Service Representative

    Customer Service Representative

    Rig Logistics Inc • Kashipur, Uttarakhand, India
    RIG Logistics is an asset-based carrier in Canada.We specialize in delivering assets, on time and on budget.With the diverse fleet of equipment, we can handle a range of freight, including dedicate...Show more
    Last updated: 18 days ago • Promoted
    Senior Manager / Assistant General Manager Intrumentation

    Senior Manager / Assistant General Manager Intrumentation

    Naini Papers • Kashipur, Uttarakhand, India
    We have immediate requirement of.Assistant General Manager - Control & Instrumentation.Bachelor’s degree in Instrumentation Engineering / Electronics (B. Competitive and commensurate with experience.E...Show more
    Last updated: 11 days ago • Promoted
    Head of Supply Chain Management

    Head of Supply Chain Management

    Naini Papers • Kashipur, Uttarakhand, India
    Location : Kashipur, Uttarakhand.About Us : Naini Papers Limited is a pioneer in sustainable paper manufacturing, recognized for its innovation, quality, and environmental stewardship.We are driven b...Show more
    Last updated: 30+ days ago • Promoted
    Healthcare Recruiter

    Healthcare Recruiter

    ProLocums • Kashipur, Uttarakhand, India
    Company Description ProLocums is a digital platform for locum tenens staffing, providing a transparent, secure, and trusted platform built to fulfill the needs of healthcare providers and employers...Show more
    Last updated: 30+ days ago • Promoted
    Head Of Supply Chain Management

    Head Of Supply Chain Management

    Naini Papers • Kashipur, Republic Of India, IN
    Location : Kashipur, Uttarakhand.About Us : Naini Papers Limited is a pioneer in sustainable paper manufacturing, recognized for its innovation, quality, and environmental stewardship.We are driven b...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Axis Bank Limited • Kashipur, Uttarakhand, India
    The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential c...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Maintenance Officer

    Maintenance Officer

    Sundrop Brands Limted • Kashipur, Uttarakhand, India
    To maintain the production machinery ( ATFL assets ) at the factories to ensure smooth and error free operation and production of ATFL products. To establish ATFL standards of operation at units as ...Show more
    Last updated: 5 hours ago • Promoted • New!
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    Waytogo Consultants • Bank, uttarakhand, in
    Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cros...Show more
    Last updated: 7 hours ago • Promoted • New!
    General Ledger Manager

    General Ledger Manager

    Naini Papers • Kashipur, India
    About the Role – GL Account Leader.The GL Account Leader, a qualified Chartered Accountant (CA), will be responsible for leading the General Ledger function, ensuring accuracy, compliance, and time...Show more
    Last updated: 30+ days ago • Promoted
    Search Engine Optimization Executive

    Search Engine Optimization Executive

    Esferasoft Solutions Pvt Ltd. • Kashipur, Uttarakhand, India
    Looking for candidates who can work in office.We are hiring professional and enthusiastic SEO executives who will be responsible for managing all SEO activities. Candidate must have experience in te...Show more
    Last updated: 20 days ago • Promoted
    Executive Assistant

    Executive Assistant

    Surindera Transport Carriers • Kashipur, Uttarakhand, India
    Company Description Surindera Transport Carriers is a professional logistics company focused on providing fast, secure, and reliable transport solutions for businesses. Having an expertise in temper...Show more
    Last updated: 1 day ago • Promoted
    Plant Maintenance Coordinator

    Plant Maintenance Coordinator

    Sundrop Brands Limted • Kashipur, Republic Of India, IN
    To maintain the production machinery ( ATFL assets ) at the factories to ensure smooth and error free operation and production of ATFL products. To establish ATFL standards of operation at units as ...Show more
    Last updated: 2 hours ago • Promoted • New!
    Principal Network Engineer

    Principal Network Engineer

    Naini Papers • Kashipur, Republic Of India, IN
    The Network Engineer will be responsible for designing, implementing, maintaining, and troubleshooting the organization's LAN, WAN, and wireless infrastructure. The candidate will ensure network ava...Show more
    Last updated: 30+ days ago • Promoted
    Director of Supply Chain Operations

    Director of Supply Chain Operations

    Naini Papers • Kashipur, Republic Of India, IN
    Location : Kashipur, Uttarakhand.About Us : Naini Papers Limited is a pioneer in sustainable paper manufacturing, recognized for its innovation, quality, and environmental stewardship.We are driven b...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Confidential • Kashipur
    Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment. Develop, manage, and expand customer relationsh...Show more
    Last updated: 30+ days ago • Promoted