Talent.com
Branch : Branch Relationship Officer

Branch : Branch Relationship Officer

ConfidentialMahesana, India
30+ 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 • Mahesana, India

    Related jobs
    • Promoted
    • New!
    Branch Manager

    Branch Manager

    Asirvad Micro Finance LimitedGandhinagar, Republic Of India, IN
    The candidate in this position will be responsible for overseeing the efficient and profitable operation of all branch activities. In addition to reporting all financial and operations information t...Show moreLast updated: 13 hours ago
    • Promoted
    Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operations

    Gold Loan Relationship Officer-LOANS AGAINST GOLD-Marketing Branches Operations

    ConfidentialVisnagar, India
    We are looking for a motivated and customer-oriented Gold Loan Relationship Officer to drive business growth in the Loans Against Gold segment. The role involves sourcing new customers, managing exi...Show moreLast updated: 2 days ago
    • Promoted
    Relationship Manager - RBL Bank

    Relationship Manager - RBL Bank

    ConfidentialMehsana, Ujjain
    Achieve personal and business unit goals by implementing a variety of.Relationship deepening technique and new business acquisition activities. Acquiring and managing Resident and NRI clients.Collab...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    Call2ConnectGandhinagar, IN
    Position : - Relationship Manager.Product : - Ulip plans(mutual Fund).Some basic eligibility criteria are given below : : - Graduate / Post-graduate (Preferred). Financial products knowledge is must (MF / FD / ...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Branch Manager

    Branch Manager

    Falcon CargoGandhinagar, IN
    Falcon Cargo is transforming express transportation standards in India by ensuring reliable next-day delivery services without any compromise. Established in 2014, the company has developed a strong...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Branch Collections Executive - Telangana

    Branch Collections Executive - Telangana

    Hiranandani Financial ServicesGandhinagar, IN
    Responsible for timely recovery of EMI dues and outstanding amounts from business loan customers.Follow-up through phone calls, field visits, and legal reminders as needed.Maintain regular contact ...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Senior Branch Manager

    Senior Branch Manager

    Itvedant Education Pvt. Ltd.Gandhinagar, IN
    Overall Handling the branch - looking after sales and operations, PnL Management.Efficiently manage student walk-in inquiries and Cold Calling. Explain available IT courses and payment plans to cand...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Branch Collections Executive - Andhra Pradesh

    Branch Collections Executive - Andhra Pradesh

    Hiranandani Financial ServicesGandhinagar, IN
    Responsible for timely recovery of EMI dues and outstanding amounts from business loan customers.Follow-up through phone calls, field visits, and legal reminders as needed.Maintain regular contact ...Show moreLast updated: less than 1 hour ago
    • Promoted
    Relationship Manager

    Relationship Manager

    The Wedding CompanyGandhinagar, IN
    We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating rel...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Trading Specialist

    Trading Specialist

    Banking and NBFC jobGandhinagar, IN
    Executive – Call & Trade (Backend Process).Industry : Broking / Financial Services.We are looking for a Call & Trade Executive to join our backend operations team in Thane.The ideal candidate will h...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Branch Manager

    Branch Manager

    RBL BankGandhinagar, IN
    Lead the Future of Banking Join RBL Banks Branch Manager Leadership Program.Are you a seasoned banking professional ready to take the next big leap in your career? RBL Bank, in partnership with Man...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    Impetus Career ConsultantsGandhinagar, IN
    Job Description Job Title : Relationship Manager– LRD / Developer Finance Grade Range : L6M / L7M Current Job Holder Name : Department : Reports to : Zonal / Regional Business Head – LRD Location : Regional O...Show moreLast updated: less than 1 hour ago
    • Promoted
    Guest Relations Executive

    Guest Relations Executive

    goSTOPSGandhinagar, IN
    Guest Relations Executive / Senior Guest Relations Executive.We are looking for a Guest Relations Executive / Senior Guest Relations Executive to join our team at goSTOPS, India's fastest-growing b...Show moreLast updated: 30+ days ago
    • Promoted
    Branch : Branch Operations Head

    Branch : Branch Operations Head

    ConfidentialVijapur, 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: 30+ days ago
    • Promoted
    Relationship Manager - Large / Mid Corporate

    Relationship Manager - Large / Mid Corporate

    InvoicemartGandhinagar, IN
    We currently have openings for R.Manager & Client Relationship Manager.Additionally, we are expanding to.TREDS Limited (a group company of Axis Bank). Receivables of Micro, Small and Medium Enterpri...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Customer Relationship Executive

    Customer Relationship Executive

    Tint Tone & ShadeGandhinagar, IN
    The Client Relationship Executive (CRE) plays a crucial role in driving business growth by managing and optimizing the lead process, supporting business managers, and ensuring a seamless client exp...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Brand partnerships

    Brand partnerships

    One Digital EntertainmentGandhinagar, IN
    We’re looking for a dynamic professional from the.Ip selling, endorsements, and sponsorship sales.Identify and secure business opportunities with brands and agencies. Bringing in new business and op...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Virtual relationship manager

    Virtual relationship manager

    InsuranceDekhoGandhinagar, IN
    What is the purpose of the role -.Connect with potential POSP agents.Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate wi...Show moreLast updated: less than 1 hour ago