- Customer Relationship ManagementBuild and maintain strong relationships with customers, providing personalized service and addressing their financial needs
- Conduct regular meetings and reviews with customers to understand their goals, financial situations, and requirements
- Recommend and offer appropriate banking products and services, such as loans, deposits, investment options, and insurance
- Handle customer inquiries, complaints, and requests, ensuring prompt and satisfactory resolution
- Sales and Business DevelopmentDevelop and implement strategies to achieve branch sales targets and revenue goals
- Identify cross-selling and upselling opportunities to promote additional banking products and services
- Actively prospect for recent customers through networking, referrals, and community involvement
- Conduct sales presentations, product demonstrations, and financial education sessions for customers
- Team Leadership and CollaborationLead and manage a team of customer service representatives, providing guidance, training, and performance evaluations




- Foster a positive and motivating work environment, encouraging teamwork, collaboration, and professional growth
- Collaborate with other departments, such as lending, operations, and marketing, to ensure seamless customer experiences and efficient branch operations
- Coordinate with internal stakeholders to address customer issues, escalate complex problems, and streamline processes
- Compliance and Risk ManagementEnsure compliance with regulatory requirements, internal policies, and procedures
- Stay updated with industry regulations and changes, implementing necessary measures to mitigate risks and maintain a compliant branch
- Conduct regular audits and reviews to identify and resolve any compliance or risk-related issues
- Educate branch staff on compliance guidelines and best practices
- Branch Performance and Operational Excellence Monitor and analyze branch performance metrics, such as sales targets, custom

📌 Branch Relationship Manager (Pune)
🏢 Dayforce
📍 Pune