- Customer Service: Act as the first point of contact, greeting visitors, resolving complaints, and ensuring high satisfaction levels.
- Sales & Cross-Selling: Identify client financial needs and proactively cross-sell retail banking and third-party products (e.g., Mutual Funds, Fixed Deposits, Life/General Insurance). [1, 2]
- Portfolio Management: Engage with a mapped portfolio of existing customers to nurture long-term relationships and generate recent referrals.
- Branch Operations: Assist with account openings, KYC documentation, and processing transactions accurately to meet defined turnaround times (TAT).
- Digital Adoption: Introduce and guide customers on using alternative banking channels like net banking, mobile apps, and WhatsApp banking.
- Compliance: Adhere strictly to regulatory guidelines, internal policies, and audit requirements.
📌 Branch Receivable Officer (Nagpur)
🏢 equitas small finance bank
📍 Nagpur
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