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Key Responsibilities
Branch Customer Service: Greet, assist, and manage walk-in customers at the branch; handle inquiries regarding account balances, fund transfers, and standard banking facilities.
CASA Account Opening: Drive current customer acquisition by seamless onboarding, pitching account variants, and executing error-free documentation for Current Accounts and Savings Accounts (CASA).
Cross-Selling Revenue Generation: Analyze customer account behaviors and cross-sell retail financial products such as personal/car/home loans, credit cards, mutual funds, and life/general insurance.
Documentation Compliance (KYC): Ensure strict adherence to banking regulatory frameworks by verifying customer identity proofs and completing mandatory Know Your Customer (KYC) and Anti-Money Laundering (AML) documentation.
Portfolio Management: Build strong,



long-term relationships with mapped branch customers; execute regular follow-up calls or emails to drive account balance retention and renewal of fixed deposits.
Queue Operation Management: Coordinate with the branch cashiers, operations team, and Branch Manager to minimize customer wait times and ensure smooth floor management during peak operational hours.

Experience 0 - 2 Years Salary 2 Lac To 3 Lac P.A. Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan Qualification Key Skills Branch Relationships Executive Branch Relationship Branch Relationship Manager Branch Executive Relationship Executive

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Branch Relationship Executive (Fresher) (Nashik)
🏢 Impact Hr N Km Solutions
📍 Nashik