Branch Relationship Financial Specialist

6 days ago


Kannur, Kerala, India beBeeFinancial Full time ₹ 1,50,000 - ₹ 28,00,000
Job Summary">

We are seeking a seasoned Relationship Banking Professional to join our team. In this role, you will be responsible for providing expert financial solutions to customers by offering a range of bank products and services.

As a key member of the branch banking team, you will be expected to build strong relationships with existing customers and identify new opportunities for growth and development.

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  • Key Responsibilities:
  • Provide personalized financial solutions to customers through a range of bank products and services.
  • Build and maintain strong relationships with existing customers to increase customer loyalty and retention.
  • Identify and pursue new business opportunities through referrals and leads.
  • Collaborate with internal stakeholders to achieve sales targets and drive business growth.
  • Develop and implement effective strategies to cross-sell bank products and services.
  • Ensure timely and accurate processing of customer transactions and requests.
  • Respond to customer inquiries and resolve issues in a professional and courteous manner.
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Requirements:

  • Bachelor's degree or higher from a recognized institution.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Proficiency in Microsoft Office and other relevant software applications.
  • Knowledge of banking regulations and industry trends.
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Preferred Qualifications:

  • Relevant work experience in relationship banking or a related field.
  • Professional certifications such as CFP or CFSA.
  • Fluency in multiple languages.
">Why Join Us?">

At [Company Name], we offer a dynamic and supportive work environment that fosters career growth and development. Our team is dedicated to delivering exceptional customer service and driving business success through innovative solutions and strategic partnerships.



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