Branch Relationship Executive (Fresher)
Impact Hr & Km Solutions Verified employer
Actively hiring · Posted 5d ago · JEV2610C505FA8CDA
Job description
Key ResponsibilitiesBranch Customer Service: Greet, assist, and manage walk-in customers at the branch; handle inquiries regarding account balances, fund transfers, and standard banking facilities.CASA & Account Opening: Drive new customer acquisition by seamless onboarding, pitching account variants, and executing error-free documentation for Current Accounts and Savings Accounts (CASA).Cross-Selling & Revenue Generation: Analyze customer account behaviors and cross-sell retail financial products such as personal/car/home loans, credit cards, mutual funds, and life/general insurance.Documentation & Compliance (KYC): Ensure strict adherence to banking regulatory frameworks by verifying customer identity proofs and completing mandatory Know Your Customer (KYC) and Anti-Money Laundering (AML) documentation.Portfolio Management: Build strong, long-term relationships with mapped branch customers; execute regular follow-up calls or emails to drive account balance retention and renewal of fixed deposits.Queue & Operation Management: Coordinate with the branch cashiers, operations team, and Branch Manager to minimize customer wait times and ensure smooth floor management during peak operational hours.Experience0 - 2 YearsNo. of Openings1EducationGraduateRoleBranch Relationships ExecutiveIndustry TypeRecruitment Consulting / Staffing ServicesGender[ Male / Female ]Job CountryIndiaType of JobFull TimeWork Location TypeWork from OfficeFace Interview LocationImpact HR and KM Solutions Near Canada Corner Signal Ravi Chambers Basements Below Laminate Gallery, Nashik
Key skills
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