Role & responsibilities

- Offering solutions and Cross selling Banks retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.)
- Achieve Business budgets as assigned by the organization on a monthly basis consistently.
- Generating referrals and leads of recent customers for sale of banks products.
- Promoting banks products by taking part in marketing activities and customer visits outside the branch.
- Contact existing customers for bringing in more deposits and cross selling of bank’s products.
- Timely and accurate processing of customer transactions and requests.
- Handle customer queries and provide correct solutions to ensure there are no customer complaints.
- Follow all compliance guidelines (regulatory and legislative)



for each activity released from time to time.
- Ensure that all audit requirements of the bank are met optimum audit rating.
- Complete all mandatory certifications required for the role (EUIN, SP Certification etc.)
- Complete all learning activities/ trainings conducted by the bank from time to time.
- Daily entry of interaction with customers in bank’s CRM system.
- Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time

Preferred candidate profile

Minimum 2 year relevant experince of Banking

📌 Branch Relationship Officer (Ambala)
🏢 Axis Bank
📍 Ambala