Branch Relationship Executive (Newtown)

Branch Relationship Executive (Newtown)

14 Nov
|
Ar Group
|
Newtown

14 Nov

Ar Group

Newtown

Job Title: Branch Relationship Executive (BRE) Department: Retail Banking / Branch Operations / Sales Job Summary We are seeking a customer-focused and target-driven Branch Relationship Executive to manage and grow retail banking relationships at the branch level. In this role, you will serve as the primary point of contact for walk-in and assigned customers, cross-selling banking products (savings/current accounts, loans, insurance, and investment products) while ensuring seamless service delivery and regulatory compliance. Key Responsibilities * Customer Relationship Management: Build and maintain strong, long-term relationships with existing branch customers to ensure high retention and satisfaction. * Cross-Selling & Revenue Generation: Identify customer financial needs and cross-sell third-party and core banking products, including fixed deposits, mutual funds, life/general insurance, credit cards, and personal/home loans. * New Client Acquisition: Generate leads through branch walk-ins, referrals, and local catchment activities to onboard recent-to-bank (NTB) customers.



* Service Delivery & Query Resolution: Handle customer inquiries, account maintenance requests, and service escalations promptly within defined Turnaround Times (TAT). * Compliance & Documentation: Ensure 100% adherence to Know Your Customer (KYC), Anti-Money Laundering (AML), and internal audit guidelines during account opening and transaction processing. * Portfolio Tracking: Monitor portfolio health, track daily sales targets, and maintain accurate CRM logs of customer interactions and pipeline conversions. salary plus performance-based monthly/quarterly incentives. * Comprehensive medical insurance and retirement benefits. * Structured training programs and fast-track career progression into Relationship Manager (RM) or Assistant Branch Manager roles. How to Apply: contact -+91-XXXXXXXXXX (HR)

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

- Flexible schedule

Work Location: In person

📌 Branch Relationship Executive (Newtown)
🏢 Ar Group
📍 Newtown

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