Leading Financial Services Executive

2 hours ago


Kolkata, West Bengal, India beBeeBanking Full time ₹ 10,00,000 - ₹ 20,00,000
Job Opportunity

We are seeking an exceptional candidate to fill the role of Branch Banking Executive. This is a challenging position that requires excellent communication and interpersonal skills, strong customer service orientation and problem-solving ability, and high attention to detail and accuracy in financial transactions.

  • Candidate Requirements:
    • A degree in any field or relevant experience in banking and finance.
    • Strong understanding of banking regulations and RBI guidelines.
    • Ability to work effectively in a team-based environment.
  • Responsibilities:
    • Provide personalized service to walk-in customers at the branch.
    • Handle customer queries related to savings accounts, current accounts, deposits, loans, and other banking services.
    • Build and maintain strong relationships with existing and new customers to ensure customer satisfaction.
  • Sales & Cross-Selling of Banking Products:
    • Promote and cross-sell banking products such as loans, credit cards, insurance, mutual funds, fixed deposits, and savings schemes.
    • Understand customer financial needs and offer suitable solutions to enhance business growth.
    • Achieve assigned sales and business development targets set by the branch.
  • Compliance & Risk Management:
    • Ensure all customer transactions comply with banking regulations and RBI guidelines.
    • Maintain confidentiality of customer information and follow proper documentation practices.
    • Conduct proper verification and KYC checks for all accounts and financial services.
  • Branch Coordination & Reporting:
    • Work closely with the Branch Manager and other team members to ensure smooth branch operations.
    • Prepare and maintain daily reports related to customer transactions, sales performance, and branch operations.

The ideal candidate should be able to work under pressure, prioritize tasks effectively, and meet deadlines consistently. A competitive salary and benefits package will be offered to the successful candidate.


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