Branch Relationship Manager

SkillLabs; South Delhi; On-site; INR 550,000 - 750,000; Full time

Job summary

SkillLabs is seeking a Branch Relationship Manager to drive sales of banking and financial products at the branch level. The role focuses on building strong customer relationships, achieving branch targets, ensuring excellent service, and coordinating with operations and credit teams.

The ideal candidate has a bachelor's degree (MBA preferred) and 1–5 years of experience in banking or financial services, with strong communication, CRM skills, and a client-focused mindset.

Qualifications

• Graduate in any discipline (MBA preferred).
• 1–5 years of experience in banking, NBFC, or financial services.
• Experience in branch sales or relationship management is an advantage.

Responsibilities

• Build and maintain strong relationships with new and existing customers
• Identify customer needs and cross-sell banking/financial products such as loans, deposits, insurance, and investment products
• Achieve branch sales targets and contribute to overall business growth
• Handle customer queries, complaints, and provide effective solutions
• Ensure proper documentation, KYC compliance, and adherence to company policies
• Coordinate with operations and credit teams for timely processing of cases
• Conduct branch-level marketing and promotional activities
• Monitor customer portfolio and ensure high customer satisfaction
• Maintain accurate MIS and daily activity reports

Skills

Relationship management

Sales

Customer service

Banking products knowledge

CRM proficiency

Education

MBA preferred

Graduate in any discipline

Tools

MS Excel

CRM systems

Job description

Job Summary

The Branch Relationship Manager is responsible for managing customer relationships at the branch level, driving sales of banking/financial products, and ensuring excellent customer service. The role focuses on business growth, customer retention, and smooth branch operations.

Job Title: Branch Relationship Manager

Location: [Branch Location]

Department: Sales / Operations

Reporting To: Branch Manager

Key Responsibilities

• Build and maintain strong relationships with new and existing customers
• Identify customer needs and cross-sell banking/financial products such as loans, deposits, insurance, and investment products
• Achieve branch sales targets and contribute to overall business growth
• Handle customer queries, complaints, and provide effective solutions
• Ensure proper documentation, KYC compliance, and adherence to company policies
• Coordinate with operations and credit teams for timely processing of cases
• Conduct branch-level marketing and promotional activities
• Monitor customer portfolio and ensure high customer satisfaction
• Maintain accurate MIS and daily activity reports

Key Skills & Competencies

• Strong communication and interpersonal skills
• Sales and customer relationship management expertise
• Knowledge of banking and financial products
• Ability to handle targets and work under pressure
• Problem-solving and negotiation skills
• Basic computer knowledge (MS Excel, CRM systems)

Qualification & Experience

• Graduate in any discipline (MBA preferred)
• 1–5 years of experience in banking, NBFC, or financial services
• Experience in branch sales or relationship management is an advantage

Key Performance Indicators (KPIs)

• Achievement of sales and revenue targets
• Customer acquisition and retention
• Quality of service and customer feedback
• Compliance and documentation accuracy

If You Want, I Can Customize This JD For

• Bank / NBFC / Microfinance
• Freshers vs experienced
• Retail banking or loan-focused roles
• Companies like HDFC, Axis, ICICI, Tata Capital, AU Bank