Branch Executive Job Vacancies in Nashik

Key ResponsibilitiesBranch 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.

Job Title: Branch Relationship Officer (BRO)Location: JSR Management GroupIndustry: NBFC (Non-Banking Financial Company)Reporting to: Branch ManagerEmployment: Full-Time, PermanentKey Responsibilities:Handle end-to-end business acquisition processes.Maintain and develop strong customer relationships.Engage in sales and business development activities.Have a deep understanding of the company's product offerings.Cross-sell various products and services.Conduct market research to identify potential opportunities.Consistently achieve assigned sales targets.Manage and analyze data to drive business decisions.Ensure full compliance with company policies and industry regulations.Qualifications:Undergraduate or Graduate degree in any field.For Freshers: Age limit of 28 years.For Experienced candidates: Age limit of 35 years, with relevant experience.Compensation:Freshers: CTC of 2 LPA.Experienced: CTC up to 3 LPA (including incentives).---This description draws from the original job description for Sarvagram Fincare and tailors it to fit the context of JSR Management Group. Let me know if you'd like any adjustments!

KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM Next Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets. > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted

Key ResponsibilitiesClient Portfolio Management: Serve as the primary, dependable link between the organization and an assigned base of retail or corporate clients; establish regular contact to understand their ongoing needs.Query & Problem Resolution: Promptly address, investigate, and resolve client complaints, billing discrepancies, or service bottlenecks by coordinating internally with operations and technical teams.Revenue Generation & Cross-Selling: Identify untapped client requirements during regular interactions and present customized upgrades, add-on features, or secondary financial/commercial products to meet sales targets.Documentation & Onboarding: Handhold new clients smoothly through the initial onboarding, verification, KYC documentation, or contract-signing lifecycles to ensure a frictionless introduction to our services.Retention & Renewal Tracking: Monitor account timelines, flag accounts showing low engagement or upcoming service expirations, and actively drive timely subscription or account renewals.CRM & Reporting: Maintain exhaustive, updated logs of all client interactions, feedback, escalations, and pipeline opportunities within the internal CRM platform (e.g., Salesforce, LeadSquared) or MS Excel.