Senior Customer Advocate

1 week ago

Delhi, Delhi, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000
Key Responsibilities

 

The Branch Relationship Manager is responsible for building and maintaining strong relationships with customers, providing personalized service and addressing their financial needs. This includes conducting regular meetings and reviews with customers to understand their goals, financial situations, and requirements, as well as recommending and offering appropriate banking products and services.

 

This role involves developing and implementing strategies to achieve branch sales targets and revenue goals, identifying cross-selling and upselling opportunities to promote additional banking products and services, and actively prospecting for new customers through networking, referrals, and community involvement.

 

The successful candidate will lead and manage a team of customer service representatives, providing guidance, training, and performance evaluations, fostering a positive and motivating work environment, encouraging teamwork, collaboration, and professional growth, and collaborating with other departments to ensure seamless customer experiences and efficient branch operations.

 

Responsibilities also include ensuring compliance with regulatory requirements, internal policies, and procedures, staying updated with industry regulations and changes, implementing necessary measures to mitigate risks and maintain a compliant branch, conducting regular audits and reviews to identify and resolve any compliance or risk-related issues, and educating branch staff on compliance guidelines and best practices.

 

Branch Performance and Operational Excellence

Key qualifications for this position include a Bachelor's degree in Business, Finance, or a related field, advanced degrees or certifications are a plus, proven experience in retail banking, branch management, or relationship management roles, strong knowledge of banking products, services, and financial industry trends, excellent customer service and relationship-building skills, sales-oriented mindset with a track record of meeting or exceeding sales targets, leadership abilities, with experience in managing and motivating a team, understanding of compliance regulations and risk management in the banking industry, strong communication, negotiation, and interpersonal skills, analytical thinking and problem-solving abilities, and proficiency in banking software and systems.

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