- Build and maintain robust customer relationships.
- Understand customer financial needs and recommend suitable banking products.
- Assist customers with account opening and KYC documentation.
- Ensure compliance with RBI regulations and bank policies.
- Resolve customer queries and provide excellent customer service.
- Meet monthly sales and business targets.
- Conduct field visits, corporate visits, and generate leads through references.
- Cross-sell and up-sell banking products to existing customers.
- Coordinate with branch staff to ensure smooth customer onboarding.
- Prepare daily and monthly sales reports.
- Skills RequiredGood communication and interpersonal skills
- Sales and negotiation skills
- Customer relationship management
- Basic knowledge of banking products
- Target-oriented approach
- Problem-solving and teamwork
📌 Branch Executive (Chennai)
🏢 CALIBRE INFOTECH
📍 Chennai
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