Branch Relationship Officer

6 days ago

Bengaluru Karnataka, India I Mates Consultants Full time

Scope of the Role
- As a Branch Relationship Officer, will be responsible for providing financial solutions to customers by offering bank products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits.
- Required to use communication skills to add new customers and Cross Sell Bank products.
- Engage with existing customers of the Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer.
- Process customer transactions and Service requests within a defined turnaround time (TAT) and ensure end-to-end closure.
- BROs may also be posted as tellers as per the organization’s requirements for processing cash transactions of customers.
- Shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, and WhatsApp banking wherever possible
- Offering solutions and Cross selling Bank’s retail banking and third-party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.)
- Achieve Business budgets as assigned by the organization on a monthly basis consistently.
- Generating referrals and leads of new customers for the sale of the bank’s products.

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