Branch Relationship Executive (Fresher)

Key Responsibilities

Branch 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.

• Experience

  0 - 2 Years

• No. of Openings

  1

• Education

  Graduate

• Role

  Branch Relationships Executive

• Industry Type

  Recruitment Consulting / Staffing Services

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face Interview Location

  Impact HR and KM Solutions Near Canada Corner Signal Ravi Chambers Basements Below Laminate Gallery, Nashik