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 banks 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 banks CRM system.

- Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time

Key Skills:

1. Customer Service Skills – Excellent communication and interpersonal skills to interact effectively with customers

2. Regulatory Knowledge – Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements

3. Sales and negotiation - Ability to sell financial products and services

4. Attention to detail – High level of accuracy in handling cash transactions and financial documents

Role Proficiencies:

- Knowledge of banking regulations and norms

- Maintain a high level of knowledge of banking products and services

- Good communication (both verbal and written) skill in both English and the local language

- Ability to handle pressure and meet deadlines

- Good networking and relationship building skills.

📌 Walk-in drive For BRO role_Raipur (Raipur)
🏢 Axis Bank
📍 Raipur