Walk in Branch Relationship Officer

Job Purpose

To manage and enhance customer relationships at the branch level, drive revenue through cross-selling and upselling financial products, and ensure high levels of client satisfaction and operational efficiency.Key ResponsibilitiesClient Relationship Management

• Engage with existing clients to understand their financial needs and offer suitable broking products.
• Handle customer inquiries, complaints, and feedback with prompt resolution.
• Maintain regular follow-ups to ensure client satisfaction and retention.

Sales & Revenue Generation

• Cross-sell and upsell financial products such as mutual funds, insurance, PMS, and trading accounts.
• Achieve monthly and quarterly sales targets as assigned.
• Generate leads through referrals, walk-ins, and outbound activities.

Branch Operations Support

• Assist in processing client transactions and service requests within defined turnaround times.
• Ensure compliance with regulatory and internal policies during client onboarding and servicing.
• Promote digital platforms like mobile trading apps, internet trading, and WhatsApp support.

Coordination & Reporting

• Collaborate with internal teams (operations, compliance, product) to resolve client issues.
• Maintain accurate records of client interactions and sales activities.
• Provide feedback to management on customer trends and service improvements.

Qualifications & Skills
Education

• Bachelor degree in Finance, Business Administration, or related field.

Experience

• 0-5 years in retail broking, banking, or financial services.
• Prior experience in client servicing or relationship management is preferred.

Skills

• Strong communication and interpersonal skills.
• Sales orientation with a customer-centric approach.
• Knowledge of broking products and financial markets.
• Proficiency in CRM tools and MS Office.

Performance Metrics

• Client satisfaction scores
• Sales target achievement
• Lead conversion rate
• Compliance adherence