Relationship Officer Branch Banking

AU SMALL FINANCE BANK; Thane; Sur place; INR 350 000 - 600 000; Plein temps

Résumé du poste

AU Small Finance Bank Limited is seeking a Relationship Officer at the branch level to manage customer relationships and drive sales. The role focuses on cross-selling banking products, achieving branch targets, and maintaining compliance with RBI norms.

Candidates should have 2–5 years of experience in banking or financial services, with strong communication and customer-service orientation and willingness to travel up to 20% as required.

Qualifications

• Experience in customer service or sales in banking/financial services.
• Strong relationship-building and communication skills.
• Proficiency with MS Office tools and problem-solving abilities.
• Banking operations training preferred.

Responsabilités

• Manage customer relationships at the branch level.
• Cross-sell banking products to customers.
• Achieve branch targets and ensure regulatory compliance.
• Handle customer queries and complaints; maintain customer satisfaction.

Connaissances

Relationship building

Communication

MS Office tools

Problem-solving

Outils

MS Office

Description du poste

• Institution tier: Tier 1 / Tier 2
• Industry: Banking, Financial Services
• Role: Customer Service, Sales

Group Company:

AU Small Finance Bank Limited

Designation:

Relationship Officer Branch Banking

Position description:

Responsible for managing customer relationships at the branch level, ensuring customer satisfaction, cross‑selling banking products, and achieving branch targets.

Primary Responsibilities

• - Manage customer relationships
• Cross-sell banking products
• Achieve branch targets
• Ensure compliance with banking norms
• Handle customer queries and complaints

Additional Responsibilities

• - Conduct market intelligence
• Support branch operations
• Participate in promotional campaigns

Reporting Team

• Reporting Designation:
• Reporting Department:

Educational Qualifications Preferred

• Category:
• Field specialization:
• Degree:
• Academic score: Minimum 50% throughout academics
• Institution tier: Tier 1 / Tier 2

Required Certification/s:

NA

Required Training/s:

Banking Operations Training (preferred)

Required Work Experience

• Industry: Banking, Financial Services
• Role: Customer Service, Sales
• Years of experience: 2 to 5

Key Performance Indicators:

- Customer satisfaction

• Cross-sell ratio
• Branch targets
• Compliance score

Required Competencies:

- Customer Centricity

• Communication
• Sales Orientation
• Problem Solving

Required Knowledge:

- Banking products

• Regulatory norms
• Customer service principles

Required Skills:

- Relationship building

• Communication
• MS Office tools
• Problem-solving

Required Abilities

• Physical: NA
• Other: High adaptability

Work Environment Details:

Branch-based role with regular customer interactions

Specific Requirements

• Travel: Yes – up to 20% of the time
• Vehicle: Two-Wheeler Vehicle
• Work Permit: Must be authorized to work in India

Other Details

• Pay Rate: Fixed + Performance-based Incentives
• Contract Types: Full-time, Permanent
• Time Constraints: Standard banking hours
• Compliance Related: Adherence to RBI and internal policies
• Union Affiliation: