Title: Branch Relationship Officer (BRO)

Department: Retail Banking / Branch Banking
Reporting To: Branch Manager / Branch Operations Head

Role Purpose

To acquire new customers, deepen existing customer relationships, promote banking products and services, and support branch business targets while ensuring a high level of customer service.

Key Responsibilities

- Acquire current Savings Account and Current Account customers.
- Generate leads and cross-sell banking products such as:
- Personal Loans
- Credit Cards
- Insurance Products
- Fixed Deposits
- Investment Products

- Maintain and enhance relationships with existing customers.
- Meet assigned sales and business targets.
- Conduct field visits and customer meetings for business generation.
- Ensure timely customer onboarding and documentation.
- Adhere to KYC, AML, and compliance guidelines.
- Resolve customer queries and provide service support.




- Coordinate with branch staff for smooth customer onboarding and servicing.
- Maintain accurate records and update relevant systems.

Required Qualifications

- Graduate in any discipline (MBA preferred but not mandatory).
- Experience in banking, financial services, or sales is preferred.
- Strong communication, relationship management, and sales skills.

Key Skills

- Customer Relationship Management
- Sales & Business Development
- Cross-selling & Upselling
- Communication & Negotiation
- Team Collaboration
- Problem Solving
- Knowledge of Banking Products and Regulatory Compliance

Key Performance Indicators (KPIs)

- CASA acquisition numbers
- Revenue generation
- Cross-sell achievement
- Customer activation and retention
- Portfolio growth
- Customer satisfaction scores

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