Talent.com
Branch : Branch Relationship Officer

Branch : Branch Relationship Officer

ConfidentialNainital, India
22 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 • Nainital, India

    Related jobs
    • Promoted
    Area Service Manager (I&FR -Broadband)

    Area Service Manager (I&FR -Broadband)

    JioHaldwani, Uttarakhand, India
    Jio is actively looking to hire candidates for the position.Area Service Manager (I&FR -Broadband),.Graduation and Diploma in Engineering stream. Experience of 8-12 years in After sales service.Esta...Show moreLast updated: 9 days ago
    • Promoted
    • New!
    Senior Financial Controller

    Senior Financial Controller

    Raza GroupKashipur, Republic Of India, IN
    Senior Accountant – Raza Group.Kashipur, Uttarakhand (Relocation is mandatory).NGOs, personal care, plywood, and stone crushers. The Group is committed to setting industry benchmarks while contribut...Show moreLast updated: 1 hour ago
    • Promoted
    • New!
    Principal Accounting Manager

    Principal Accounting Manager

    Raza GroupKashipur, Republic Of India, IN
    Senior Accountant – Raza Group.Kashipur, Uttarakhand (Relocation is mandatory).NGOs, personal care, plywood, and stone crushers. The Group is committed to setting industry benchmarks while contribut...Show moreLast updated: 1 hour ago
    • Promoted
    Branch : Branch Head

    Branch : Branch Head

    ConfidentialKashipur, 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: 18 days ago
    • Promoted
    Branch Relationship Manager - Business Development - BRANCH BANKING - Branch Banking

    Branch Relationship Manager - Business Development - BRANCH BANKING - Branch Banking

    ConfidentialBazpur, India
    We are seeking a driven and customer-focused Branch Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relat...Show moreLast updated: 5 days ago
    • Promoted
    Optometrist

    Optometrist

    JobsFlixAlmora, Uttarakhand, India
    About Client With a mission to give India a vision, Our client is India's fastest growing eyewear company.Lenskart's products include prescription eyewear, branded contact lenses and sunglasses, a...Show moreLast updated: 4 days ago
    • Promoted
    Branch Manager-BRANCH BANKING-Branch Head

    Branch Manager-BRANCH BANKING-Branch Head

    ConfidentialIndia, Rudrapur
    As a Branch Manager in the Retail Liabilities vertical, you will be responsible for driving business growth, ensuring operational excellence, and delivering superior customer service.This role dema...Show moreLast updated: 22 days ago
    • Promoted
    Senior Manager / Assistant General Manager Intrumentation

    Senior Manager / Assistant General Manager Intrumentation

    Naini PapersKashipur, 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 moreLast updated: 7 days ago
    • Promoted
    Head of Supply Chain Management

    Head of Supply Chain Management

    Naini PapersKashipur, 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 moreLast updated: 30+ days ago
    • Promoted
    • New!
    Senior Accountant

    Senior Accountant

    Raza GroupKashipur, Uttarakhand, India
    Senior Accountant – Raza Group.Kashipur, Uttarakhand (Relocation is mandatory).NGOs, personal care, plywood, and stone crushers. The Group is committed to setting industry benchmarks while contribut...Show moreLast updated: less than 1 hour ago
    • Promoted
    Head Of Supply Chain Management

    Head Of Supply Chain Management

    Naini PapersKashipur, 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 moreLast updated: 30+ days ago
    • Promoted
    Mobility Sales Lead

    Mobility Sales Lead

    JioRudrapur, Uttarakhand, India
    We at Jio are hiring for Mobility Sales Lead for the location Rudrapur, Uttarakhand, India.Achieve sales target for assigned territory (Urban & Rural). Manage various distribution channels (Direct, ...Show moreLast updated: 18 days ago
    • Promoted
    General Ledger Manager

    General Ledger Manager

    Naini PapersKashipur, 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 moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialRudrapur
    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 moreLast updated: 30+ days ago
    • Promoted
    Jio Point Lead

    Jio Point Lead

    JioHaldwani, Uttarakhand, India
    We at Jio are hiring for Jio Point Lead for Haldwani, Uttarakhand, India Key requirements are 1.Graduation and MBA preferred 2. Experience of 3-6 years Job Description 1.Drive channel expansion...Show moreLast updated: 4 days ago
    • Promoted
    Area Service Manager (I&Fr -Broadband)

    Area Service Manager (I&Fr -Broadband)

    JioHaldwani, Republic Of India, IN
    Jio is actively looking to hire candidates for the position.Area Service Manager (I&FR -Broadband),.Graduation and Diploma in Engineering stream. Experience of 8-12 years in After sales service.Esta...Show moreLast updated: 9 days ago
    • Promoted
    Branch : Teller

    Branch : Teller

    ConfidentialKashipur, 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: 14 days ago
    • Promoted
    Service Officer-BRANCH BANKING-Service

    Service Officer-BRANCH BANKING-Service

    ConfidentialIndia, Rudrapur
    We are looking for a detail-oriented and customer-focused Service Officer to join our Branch Banking team.The ideal candidate will be responsible for handling day-to-day cash and non-cash transacti...Show moreLast updated: 21 days ago