Branch Relationship Executive

1 - 3 years

0 Lacs

Posted:15 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

  • Build and maintain strong customer relationships to drive branch business growth.

  • Assist customers with account openings, queries, transactions, and service requests.

  • Promote cross-selling of financial products (loans, insurance, investment plans, etc.).

  • Meet assigned sales and revenue targets through customer acquisition and retention.

  • Support branch operations by coordinating with internal teams (operations, credit, service desk).

  • Ensure compliance with company policies, KYC, and regulatory requirements.

  • Track customer satisfaction and escalate issues to branch managers when required.

  • Prepare daily/weekly reports on business activities and achievements.


Skills & Competencies

  • Strong interpersonal and communication skills.

  • Customer-first attitude with problem-solving abilities.

  • Sales-oriented mindset with ability to meet targets.

  • Good knowledge of MS Office and basic financial concepts.

  • Ability to multitask and manage customer interactions effectively.

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