Branch Relationship Job Vacancies in Kolkata

As a Branch Relationship Manager, you will play a crucial role in managing client relationships and driving business growth in our Kolkata branch. You will focus on customer satisfaction, business development, and operational efficiency. Your main responsibilities will include:- Building Strong Client Relationships: Engage with clients to understand their needs and provide tailored solutions that enhance their banking experience.- Sales and Business Development: Identify new business opportunities and actively promote the bank's products and services to potential clients, achieving sales targets.- Handling Customer Inquiries: Serve as the first point of contact for client questions, addressing issues promptly to ensure high levels of customer satisfaction.- Collaborating with Teams: Work closely with branch staff and other departments to streamline operations and improve service delivery.- Analyzing Customer Needs: Assess client portfolios to recommend suitable financial products and services, maximizing client value.- Ensuring Compliance: Maintain compliance with bank policies and regulatory requirements, ensuring all processes are followed correctly.To succeed in this role, candidates should possess strong interpersonal and communication skills, enabling effective interaction with clients. A proactive attitude towards problem-solving and the ability to work in a fast-paced environment is essential. A background in sales or customer service is preferred. Familiarity with banking products is beneficial, along with proficiency in MS Office and basic financial software. Candidates with a degree in B.A., B.Com, B.B.A., or similar fields are encouraged to apply with 1 to 4 years of relevant experience.

Name: Branch Manager (Broking) - Inorganic Job Role: Head of Branch / UnitDepartment: Sales ; Location: KolkataYears of Experience: 8-10 yearsJob Description / Key Responsibilities: Acquire new direct clients either through contacts, reference or any other source - (min 5 KYCs per month). Responsible for revenue generation / brokerage for the branch- (3x min). Responsible to achieve the team target and manage profitability of the branch. Using internal research calls to generate brokerage. Managing a team of relationship managers, dealers and back office-Will be responsible for achieving brokerage productivity per RM. Channel Partner: Acquire channel partner relationship in the assigned territory. Training & Hand holding of partners. Ensure compliance with all regulatory requirements and company policies. Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch. Provide regular updates to the immediate superior as and when required. Error-free trade execution, resolving queries and providing solutions in a timely manner. Cross selling of third-party products - MF, NCD, PMS, AIF, etc. Providing post sales services to clients.Minimum Educational Requirement: Minimum Graduate in any discipline, Post Graduate preferredKey Result Area (KRA):RevenueDealing DeskDocumentationRegulatory RequirementCustomer ServiceKey Performance Indicators(KPI):Revenue Target achieved100% error free dealingUp-to-date with documentation100% ethical selling Zero Customer complaintsOrganization- based Competencies:Data DrivenSense of OwnershipTeam PlayerQuality of OutputFinancial AcumenTechnical Competencies:Business AcumenAnalytical SkillsProduct KnowledgeRegulatory KnowledgeStock Market KnowledgeBehaviour-based Competencies:Communication skillsPeople ManagementCustomer Service

We are looking for 100 Branch Relationships Executive Posts in Delhi, Hyderabad, Kolkata, Madurai, Varanasi, Jalandhar, Lucknow, Pune, Visakhapatnam, India, with deep knowledge in Sales, Basic Computers, Communication Skills, Hard Working, Problem Management, Presentation Skills, Lead Generation and Required Educational Qualification is : Higher Secondary, Secondary School, B.A, B.C.A, B.Com, B.Pharma, MBBS, Other Bachelor Degree, Any Master Degree

Job Purpose To engage regularly with the customers as defined by the contact policy and provide a Consistent& a Superior Digital Experience. Ensuring that customers get world-class services and their needsare understood and met through financial products that the Bank has to offer. To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customersto use the Digital mediums for their banking transactions/ needs, while keeping a window' to talk tothe bank whenever customer needs. Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelinesand regulatory requirements are followed.So that the VRM becomes the top of the mind recall amongst the customers in the catchment for alltheir financial needs and services, thereby ensuring that the VRM also achieves the key performanceparameters set

Branch Relationship Manager (BRM) - Job Role Key ResponsibilitiesCustomer Relationship HandlingManage and maintain relationships with existing customersAct as a single point of contact for priority/high-value clientsSales & Business GrowthSell banking products (Savings/Current Accounts, FD, Loans, Credit Cards)Cross-sell insurance and investment productsAchieve monthly sales targetsCustomer AcquisitionIdentify and onboard new customersGenerate leads through references and local marketPortfolio ManagementHandle a portfolio of premium/HNI customersProvide financial advice and product recommendationsService & Issue ResolutionResolve customer complaints quicklyEnsure high customer satisfaction Required SkillsStrong communication & convincing skillsSales and target-oriented mindsetCustomer handling abilityBasic banking & financial product knowledgeRelationship-building skills QualificationGraduate (any stream), MBA preferred1-3 years experience in banking/finance/sales (Freshers sometimes considered for junior roles) Work EnvironmentBranch-based roleMix of desk work + customer interactionSome field work for client meetings Salary (Approx.)18,000 - 35,000/month (entry to mid-level)Incentives + performance bonuses Career GrowthBRM Senior Relationship ManagerAssistant Branch Manager Branch ManagerWealth Manager / Corporate Relationship roles

Branch Officer - Job Role & ResponsibilitiesA Branch Officer is part of the banks core operations and customer service team. The role includes both operations + sales support. Key Responsibilities1. Customer ServiceHandle walk-in customers at the branchResolve queries related to accounts, ATM, internet banking, etc.Maintain high customer satisfaction2. Account Opening & DocumentationOpen Savings & Current AccountsVerify KYC documents (PAN, Aadhaar, etc.)Ensure compliance with RBI guidelines3. Banking OperationsCash handling (deposit/withdrawal)Cheque processing & clearingMaintain daily transaction records4. Sales & Cross-SellingPromote banking products (FD, RD, Insurance, Loans, Credit Cards)Achieve monthly sales targetsGenerate leads for new customers5. Relationship ManagementMaintain relationships with existing customersUpsell products based on customer needs6. Compliance & SecurityFollow bank policies and proceduresPrevent fraud and ensure secure transactions Skills RequiredGood communication & customer handlingBasic computer knowledgeSales and persuasion skillsAttention to detailProblem-solving ability Eligibility CriteriaGraduate (any stream)Age: Usually 21-30 yearsFresher / Experienced both can apply Salary (Approx)16,000 - 20,000/month (entry level)Incentives + PF + ESICareer Growth:Branch Officer Assistant Manager Deputy Manager Branch ManagerHR Contact - 9433816131

Branch Officer - Job Role & ResponsibilitiesA Branch Officer is part of the banks core operations and customer service team. The role includes both operations + sales support. Key Responsibilities1. Customer ServiceHandle walk-in customers at the branchResolve queries related to accounts, ATM, internet banking, etc.Maintain high customer satisfaction2. Account Opening & DocumentationOpen Savings & Current AccountsVerify KYC documents (PAN, Aadhaar, etc.)Ensure compliance with RBI guidelines3. Banking OperationsCash handling (deposit/withdrawal)Cheque processing & clearingMaintain daily transaction records4. Sales & Cross-SellingPromote banking products (FD, RD, Insurance, Loans, Credit Cards)Achieve monthly sales targetsGenerate leads for new customers5. Relationship ManagementMaintain relationships with existing customersUpsell products based on customer needs6. Compliance & SecurityFollow bank policies and proceduresPrevent fraud and ensure secure transactions Skills RequiredGood communication & customer handlingBasic computer knowledgeSales and persuasion skillsAttention to detailProblem-solving ability Eligibility CriteriaGraduate (any stream)Age: Usually 21-30 yearsFresher / Experienced both can apply Salary (Approx)16,000 - 20,000/month (entry level)Incentives + PF + ESICareer Growth:Branch Officer Assistant Manager Deputy Manager Branch ManagerHR Contact - 9433816131