Branch Relationship Manager

4 - 8 years

6 - 12 Lacs

Posted:22 hours ago| Platform: Naukri logo

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Work from Office

Job Type

Full Time

Job Description

Key responsibilities

  • Customer relationship management:

    Act as the primary point of contact, build strong relationships, and maintain customer profiles, including risk and demographic data.
  • Sales and business development:

    Achieve sales targets, acquire new customers through referrals, and increase business from existing clients by cross-selling and upselling products like loans, investments, and insurance.
  • Financial advisory:

    Provide financial solutions and advice tailored to customer needs, ensuring a "fair to the customer and fair to the bank" approach.
  • Operational and compliance:

    Ensure compliance with banking regulations (e.g., KYC, SEBI), handle customer issues, and maintain records in the CRM system

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