Branch:Teller

Axis Bank; Bardhaman; On-site; INR 3,00,000 - 5,00,000; Full time

Job summary

A leading financial institution is seeking a Branch Relationship Officer in Bardhaman, India. The role involves providing financial solutions, customer engagement, and cross-selling bank products. Candidates should have at least a graduation degree and strong communication skills in English and the local language. This position offers an opportunity to meet business budgets and enhance customer relationships.

Responsibilities

• Provide financial solutions to customers through bank products.
• Generate leads and referrals for new customers.
• Process customer transactions and service requests.
• Engage with existing customers to offer additional products.
• Follow compliance guidelines and audit requirements.

Skills

Communication skills

Networking and relationship building

Knowledge of banking products

Ability to handle pressure

Education

Graduation/Post-Graduation from a recognized institute

Job description

Branch Relationship Officer – Responsibilities

• As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing ficial 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

• 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

• Graduation/ Post-Graduation from a recognized institute

Role Proficiencies

• 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