Talent.com
Branch : Branch Relationship Officer

Branch : Branch Relationship Officer

ConfidentialAtrauli, India
1 day 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 • Atrauli, India

    Related jobs
    • Promoted
    Branch : Teller

    Branch : Teller

    ConfidentialLucknow, 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: 30+ days ago
    • Promoted
    Branch Service Incharge Chennai

    Branch Service Incharge Chennai

    ConfidentialLucknow
    Administer and perform all activities in line with the company procedures regarding service department.Administer check list, service requests, contracts, instructions, warrantees and schedules to ...Show moreLast updated: 30+ days ago
    • Promoted
    Branch : Branch Head

    Branch : Branch Head

    ConfidentialLucknow, 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: 9 days ago
    • Promoted
    Assistant Manager - Branch Relationship

    Assistant Manager - Branch Relationship

    ConfidentialLucknow, India
    SBI Card is a leading pure-play credit card issuer in India, offering a wide range of credit cards to cater to diverse customer needs. We are constantly innovating to meet the evolving financial nee...Show moreLast updated: 9 days ago
    • Promoted
    Branch : Branch Operations Head

    Branch : Branch Operations Head

    ConfidentialLucknow, 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: 9 days ago
    • Promoted
    Oracle BRM

    Oracle BRM

    Tata Consultancy Serviceslucknow, uttar pradesh, in
    Interview Date : Virtual Friday Drive 24-Oct-25.Follow me for more Job updates!.Show moreLast updated: 22 days ago
    • Promoted
    • New!
    Cluster Manager

    Cluster Manager

    Quotient Consultancylucknow, uttar pradesh, in
    Leading bank Hiring Cluster Manager Branch Banking & Regional Head NRI Virtual.Interested please call MAHEK 9137263337 and share CV at quotientconsultancy@gmail. Cluster Manager Branch Banking.Show moreLast updated: 9 hours ago
    • Promoted
    Relationship Manager-SARAL LOANS-Marketing Branches Operations

    Relationship Manager-SARAL LOANS-Marketing Branches Operations

    ConfidentialLucknow, India
    We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment. The role involves handling cust...Show moreLast updated: 1 day ago
    • Promoted
    Sales Executive

    Sales Executive

    Thomas Cook India LimitedUttar Pradesh, India
    Common Branch / Airport Operational responsibilities : .Responsible to acquire new business – by driving the assigned line of business & achieve. Achieve the assigned revenue targets on a monthly / qu...Show moreLast updated: 3 days ago
    • Promoted
    IndusInd Bank - Relationship Manager - Agri Business Group

    IndusInd Bank - Relationship Manager - Agri Business Group

    INDUSIND BANK LIMITEDLucknow, India
    The candidate will be responsible for bringing aggressive growth through DISBURSEMENT of New to Bank & existing book of the Agri Business segment. Specific Roles and Responsibilities : ...Show moreLast updated: 30+ days ago
    • Promoted
    Investor Relation Executive

    Investor Relation Executive

    TalentojLucknow, 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: 2 days ago
    • Promoted
    • New!
    RB-LS : Relationship Manager - TASC

    RB-LS : Relationship Manager - TASC

    ConfidentialLucknow, India
    The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank.The department drives business from 2700+ branches and is responsible for sourcing...Show moreLast updated: 7 hours ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekrutlucknow, uttar pradesh, in
    Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced p...Show moreLast updated: 5 days ago
    • Promoted
    Customer Relations Executive

    Customer Relations Executive

    SWITRUS HOLIDAYSlucknow, uttar pradesh, in
    Job Title : Customer Relations Executive (Tele-Sales).We are looking to hire an experienced, customer-oriented Customer Relation. Executive to utilize inbound and outbound telephone calls to achieve...Show moreLast updated: 15 days ago
    • Promoted
    IndiaMART - Branch Manager

    IndiaMART - Branch Manager

    IndiaMARTLucknow, India
    We are looking for a results-oriented Branch Manager to oversee branch operations.Key duties include monitoring sales, team performance, productivity, and client progress, while forecasting revenue...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreqlucknow, uttar pradesh, in
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show moreLast updated: 5 days ago
    • Promoted
    Customer Relationship Executive

    Customer Relationship Executive

    SWITRUS HOLIDAYSlucknow, uttar pradesh, in
    Job Title : Customer Relations Executive (Tele-Sales).We are looking to hire an experienced, customer-oriented Customer Relation. Executive to utilize inbound and outbound telephone calls to achieve...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    AAA Globallucknow, uttar pradesh, in
    Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show moreLast updated: 5 hours ago