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:
Customer Service Skills – Excellent communication and interpersonal skills to interact effectively with customers
Regulatory Knowledge – Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements
Sales and negotiation - Ability to sell financial products and services
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
Valuable communication (both verbal and written) skill in both English and the local language
Ability to handle pressure and meet deadlines
Valuable networking and relationship building skills.

📌 Walk In Drive For Bro Role Raipur Raipur
🏢 Axis Bank
📍 Raipur