Branch Relationship Officer

Axis Bank; Ambala, Kurukshetra, Mandi; On-site; INR 250,000 - 600,000; Full time

Job summary

Axis Bank is seeking a business-forward professional to cross-sell retail banking products and achieve monthly budgets. The role includes generating referrals, engaging customers through visits and campaigns, and maintaining accurate CRM records. You will ensure compliance with regulatory guidelines and complete required trainings.

Ideal candidates will have at least 2 years of banking experience, strong customer service skills, and a proactive approach to selling bank products and services.

Qualifications

• Minimum 2 years of banking experience.
• Strong customer service and communication skills.
• Ability to cross-sell retail banking products.

Responsibilities

• Offer solutions and cross-sell bank retail products (life insurance, mutual funds, loans, etc.) within budgets.
• Achieve monthly business budgets.
• Generate referrals and leads for new customers.
• Promote products through customer visits and marketing activities.
• Maintain CRM records with daily customer interactions.
• Ensure compliance with regulatory and bank audit requirements.

Skills

Customer service

Cross-selling

Communication skills

Sales orientation

Tools

CRM system

Job description

Role & responsibilities

• Offering solutions and Cross selling Banks 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 banks products.
• Promoting banks 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

Preferred candidate profile

Minimum 2 year relevant experince of Banking