15

Branch Relationship Manager Job Vacancies in West Bengal

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  • 1 - 4 yrs
  • 4.8 Lac/Yr
  • Kolkata
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
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.
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Branch Manager(Broking)-8-10 Yrs

Tech Turmeric IT Services

  • 8 - 10 yrs
  • 10.0 Lac/Yr
  • Kolkata
Revenue Generation Team Target Achievement Channel Partner Relationship Up-to-date With Documentation Zero Customer Complaints
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
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  • 0 - 1 yrs
  • 3.5 Lac/Yr
  • Asansol
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
A Branch Relationship Manager (BRM) is a key role within banks, financial institutions, and service-based companies, responsible for maintaining and growing customer relationships at the branch level. They focus on ensuring excellent service, sales performance, and customer satisfaction, often acting as the face of the branch for many clients.Key Responsibilities:Customer Relationship Management:Build and maintain strong, long-term relationships with new and existing clients.Understand clients financial needs and offer appropriate products and services (e.g., loans, savings accounts, credit cards).Provide personalized services to enhance customer satisfaction and retention.Sales and Business Development:Identify and pursue new business opportunities to meet sales targets.Cross-sell and up-sell banking products (such as mortgages, insurance, or investment products).Achieve branch sales goals and KPIs by engaging with both individual and business clients.Client Onboarding and Account Management:Assist clients in opening new accounts, ensuring compliance with all legal and regulatory requirements.Guide clients through the process of applying for loans, mortgages, and other banking products.Monitor clients' account activities and provide ongoing advice as needed.Service Excellence:Address and resolve customer complaints and issues promptly and efficiently.Ensure clients receive the highest level of service during their interactions with the branch.Act as a liaison between customers and other bank departments to fulfill clients needs.Team Collaboration & Training:Work closely with branch staff, including tellers, customer service representatives, and other managers, to ensure smooth branch operations.Provide guidance and training to junior staff on customer service best practices.Help ensure team members meet their targets by providing insights and support.Operational and Compliance Tasks:Ensure that all transactions and activities comply with internal policies, regulatory requirements, and industry standards.Oversee the accurate documentation and processing of transactions.Maintain up-to-date knowledge of banking products and market trends.Reporting & Performance Monitoring:Track and report on branch performance, including sales figures, customer satisfaction, and other KPIs.Provide feedback to branch management regarding branch performance, opportunities, and challenges.Required Skills:Strong Communication Skills:Ability to communicate clearly and persuasively with clients and internal teams.Sales and Negotiation Skills:Proven ability to sell banking products and services, with a focus on customer needs.Comfort with negotiating terms and conditions with clients.Customer-Centric Mindset:Strong commitment to providing excellent customer service.Ability to build trust with clients and offer solutions tailored to their financial needs.Analytical Skills:Ability to assess clients' financial positions and recommend the right products or services.Strong attention to detail when handling accounts and financial data.Leadership and Teamwork:Ability to lead by example and support branch staff to meet shared goals.Collaboration with other departments (e.g., operations, marketing) to ensure comprehensive customer service.Problem-Solving:Quick thinking and problem-solving ability to resolve customer issues effectively.Technical Proficiency:Familiarity with banking software and CRM tools.Competence in using office tools such as MS Office and any relevant banking platforms.Qualifications & Experience:Educational Background: Typically requires a bachelors degree in business, finance, economics, or a related field.Experience: At least 2-3 years of experience in banking, finance, or customer relationship management. Previous experience as a relationship officer, sales officer, or personal banker is highly valued.Certifications: Some roles may require certifications in finance or banking.Work Environment:Branch Relationship Managers work at bank branches, and may be required to work flexible hours, including weekends, depending on branch hours.They often work in a team environment, reporting to the Branch Manager or Regional Manager.In summary, the role of a Branch Relationship Manager is crucial for driving business growth, ensuring customer satisfaction, and maintaining strong relationships with clients. The job requires a combination of sales, customer service, and leadership skills, along with the ability to meet sales targets and comply with regulatory guidelines.
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Branch Banking
It's a branch Relationship Executive work.assist the banking customer . costomer handling service,like account opening related, check related resolve the problem
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Jobs by Popular Location

  • 0 - 3 yrs
  • 2.3 Lac/Yr
  • Dum Dum Kolkata
Data Entry Operator CASA Officer Business Development Executive Relationship Manager Branch Executive KYC Verification Officer Loan Department and So On. Candidates Must BE Social .. Back Office Processing Basic Computers
FESHER URGENT HIRING IN ICICI BANK DSA EMLOYMENT NOTICE FOR FRESHER AND EXPERIENCE CAN APPLY FOR THIS POST DATA ENTRY OPERATOR DEPERTMENT: (9163396501). MINIMUM QUALIFICATION REQUIRED 12TH OR GRADUATE MALE ARE FEMALE ARE BOTH CAN APPLY FOR THIS POST. JOB ROLE BACK OFFICE EXECUTIVE OFFICER, COUSTOMER EXECUTIVE OFFICER, KYC VERIFICATION EXECUTIVE, DATA ENTRY OPERATOR, ASSISTANT BRANCH MANEGER ETC. S.ALARY:15000/- TO 26000/- PER MONTH. BENEFIT:PF+ESI+INCENTIVE. AGE LIMIT 18 TO 35 YEARS. SAND YOUR RESUME (9163396501) HR PRIYA FOR INTERVIEW PROCESS.
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Hiring For Virtual Relationship Manager

Skywings Advisors Private Limited

  • 3 - 9 yrs
  • 9.0 Lac/Yr
  • Kolkata
Digital Sales Retail Banking Retail Sales Manager Retail Branch Banking Cross Selling Banking Sales
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
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Relationships Manager

SForce Services

Corporate Banking Stock Broking Branch Sales Manager Relationship Manager Sales Executive Sales Person Assistant Manager
Graduation or Above.Age 21 to 38 years.Minimum 7 Months experience in the BFSI Sector.Fresher's Can't Apply.Bike.
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Branch Relationship Manager - CASA - Kolkata

NorthEast Digital Marketing Consultancy

Banking Executive SALES Branch Relationship Walk in
To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.Liability Product selling, education on product featuresAcquire new customers through referrals from existing customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the profile.Enhance the Overall value/book size of the portfolioMaintain the overall quality / hygiene parameters of the portfolioCross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI BondsJoint calls being done along with Supervisor as per defined processAdvisory services to be offered based on the customers requirement.Attrition control of customersAchieving MTD and YTD Revenue TargetsAchievement of income plans and other benchmarks within portfolioRequirementsEducational Qualifications: Graduation/Post-GraduationCertifications:NISM V-A CertificationIRDA CertificationNCFM Certification (Optional)CAIIB (Optional)Internal CertificationGI certificationKey Skills:Sales and Influencing SkillsBanking Product & Process KnowledgeNRI Product and Regulatory KnowledgePlanning and Organizing SkillsCommunicationKnowledge of Competition & Current trends in financial Industry.Experience RequiredExposure to banking, Banca insurance, Wealth Management are encouraged to apply
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Branch Relationship Manager

GIPS Consultancy Services

Corporate Banking Marketing Portfolio Manager Current Account Saving Account CASA Wealth Manager Branch Banking Life Insurance General Insurance Mutual Funds Retail Banking
Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.
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Corporate Banking Marketing Branch Relationship Manager
Hs Pass and Any Graduate Can Apply _ Fresher Selection for Corporate Bank Service _ Hiring for Customer Service Officer Profile and Office Executive Profile _ Required Good and Quality Candidates for this Profile _ Post are - Casa Officer / Accounts Opening Department / Customer Verification Executive / Branch Relationship Manager _ Need Criteria for the Post - Age Between 18 Years to 29 Years _ Hs Pass and Any Graduate Can Apply _ for Interview Schedule Candidates Can Send Their Cv to the Whatsapp - ( Call Between 10:00 am to 06:30 Pm )
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BASIC COMPUTER KNOWLEDGE RELATIONSHIP MANAGER Customer Relationship
Bandhan Bank Staff Selection Notice 2022 for Branch Banking Segment(dsa) Job Location - all Over West Bengal, Nearest Branch Gender - Male & Female Both Job Profile 1.branch Banking Executive in - House. 2.data Entry Operator. 3.operations Executive. 4.salary Scale - Rs.14500 to Rs.21000 per Month 5.location - Depends Your Nearest Pin Code Branch. Required Criteria Age - 18 to 30 Year Qualification - Minimum Hs Onwards & Graduate At Any Stream. Communication - Local / Hindi Industry - Banking Benefits - Medical + Pf + E S I Job Role - Handling Walking Customers. Greetings Them and Assisting Them to Solve Their Issues. Contact - Selection Procedure Walking Interview is Going On
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Branch Sales Manager

Indian Air Services

Direct Marketing Bancassurance Channel Sales Branch Banking Aviation Sales Manager Team Leader Quality Customer Relationship Manager Walk in
Job Openings for 2 Branch Sales Manager Jobs with minimum 2 Years Experience in West Bengal,Kolkata, West Bengal,Naihati, Nadia, West Bengal,North 24 Parganas, West Bengal,Aviation,Seals Manager,Team Leader Quality,Customer Relationship Manager, having Educational qualification of : Higher Secondary, Secondary School, Vocational Course, Diploma, Professional Degree, Other Bachelor Degree with Good knowledge in Direct Marketing,Bancassurance,Channel Sales,Branch Banking, Aviation,Seals Manager,Team Leader Quality,Customer Relationship Manager etc.
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Key Relationship Manager

Bajaj Allianz Life Insurance Co. Ltd

  • 2 - 8 yrs
  • 7.0 Lac/Yr
  • Kolkata
Direct Marketing Branch Sales Manager Relationship Manager Wealth Management Direct Sales Executive Key Relationship Manager
3-10 years; Job Description To focus on business from owning customers, helping them in their purchase decision of cars and in the process generate revenue from Life Insurance sales c from Individual customers.Educational Qualifications Any graduation, Job Responsibilities Be responsible for business by helping customers, generate revenue from Life Insurance sales from Individual customers. Exchange Possess cross functional experience in managing existing customers and as well as new customers. Be accountable for Sales performance and productivity. In the territory assigned Assess customer needs and sell customized solutions across multiple life insurance products. Achieve sales targets Guide sales team and introduce clients to them Maintain knowledge on all products and services and assist to resolve customer queries Develop new relationships with customers to increase revenue and accounts Skills Required Sales, Candidate Attributes BehavioralExcellent interpersonal and should have good verbal and written communications skills and who can take initiatives Strong analytical skills and ability to relate results to campaign objectives. Experience in cross team coordination with proven results & high ownership skills.Should be a self-starter and able to operate independently with minimal supervision. Demonstrated excellent analytical ability. Excellent interpersonal skills. Ability to influence others without formal authority.. Ability to work in a fast paced and demanding environment of a high growth start up.
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Relationship Manager

Continental HR Services

Sales Branch Banking Banking Relationship Banking Sale
Branch Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities bysourcing customers. Sources new to bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross sells bank products to existing set of Branch customers which are mapped Informs customers of new products or product enhancements to further expand the bankingrelationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction
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Sales Manager AGENCY CHANNEL Communication Skills Relationship Management SALES MANAGER Walk in
Responsible for ensuring the achievement of all sales and revenue targets for the branch.- Managing a team of Sales Managers and Sales Officers.- Hire Train and motivate the Sales teams for achieving budgets.- Formulating and implementation of sales and service strategies.- Coordination between all the Sales Supports Departments.- Educate enhance the awareness of the company's products.
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BASIC COMPUTER KNOWLEDGE BASIC COMMUNICATION SKILLS BRANCH RELATIONSHIP MANAGER
Dear Candidates, Official Notice for Bandhan Bank Corporate Management 2022 ,Full Time Permanent Job,Hr Shantanu Ll Note - It is a Direct Corporate Recruitment Department. Not Any Consultancy Service. We Do Not Take Any Kind of Registration Charges or Form Fill Up Charges from the Candidates. Ll Criteria - Hs Pass or Any Graduate Can Apply , Age Between 18 Years to 29 Years, Good Communication Skills, Basic Computer Knowledge, Role and Responsibility -core Banking Responsibility, Branch Banking Responsibility, Benefit - Pf , Esi. Medical, Incentives, Salary - 12,700/- To27,300/-, Ll Required Documents for Interview - Update Cv, Photo, Educational Documents, Dress Code Must Be Formal. for Interview Candidates Can Send Their Cv to the Whatsapp Job Location - District Wise Selection in all Over West Bengal ( Near By Location Preferred ) Ll Post -branch Office Executive , Branch Relationship Officer, Business Development Executive, Kyc Verification Department, Documents Collection, Phone Banking, Net Banking, Mis Executive, Accounts Opening Department.. if Any Candidate Directly Select in the Interview Than Direct Joining. Hr Department ( Whatsapp Your Cv ). Required Qualifications Email
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  • 1 - 4 yrs
  • 4.8 Lac/Yr
  • Nadia
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
As a Branch Relationship Manager, you will play a key role in fostering strong relationships with clients and enhancing customer satisfaction in our Nadia branch. Your responsibilities will include:- **Client Relationship Management:** Build and maintain lasting relationships with clients to understand their needs and recommend suitable products or services that meet those needs.- **Sales and Promotion:** Actively promote the branch's products and services to clients, aiming to meet sales targets and improve overall branch performance.- **Customer Service Excellence:** Provide top-notch customer service by addressing inquiries, resolving issues, and ensuring that clients have a seamless experience with our services.- **Market Analysis:** Analyze market trends to identify potential opportunities and competitors, aiding in strategic decision-making for branch growth.- **Collaboration with Team:** Work closely with team members to create a supportive environment, sharing knowledge and strategies to enhance overall team performance.To succeed in this role, you should have a strong background in a related field such as business, architecture, or hotel management, with 1 to 4 years of experience. Excellent communication, interpersonal, and problem-solving skills are essential to connect effectively with clients. A proactive approach to sales and an understanding of customer satisfaction principles will be critical. You should be comfortable working in an office setting and demonstrate strong organizational skills to manage multiple client relationships simultaneously.
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  • 1 - 4 yrs
  • 4.8 Lac/Yr
  • Kharagpur
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
As a Branch Relationship Manager, you will be a key representative of our organization, responsible for building and maintaining strong relationships with clients in the Kharagpur area. Your role involves understanding customer needs, promoting our services, and ensuring high levels of customer satisfaction.**Key Responsibilities:**- **Customer Relationship Management:** Foster and maintain significant relationships with existing and potential clients to enhance customer loyalty and retention.- **Sales Promotion:** Actively identify sales opportunities and promote our products and services to drive branch revenue growth.- **Needs Assessment:** Regularly interact with clients to understand their requirements and provide customized solutions to meet those needs.- **Documentation and Compliance:** Ensure all client interactions and transactions adhere to company policies and regulatory standards, maintaining proper documentation.- **Market Analysis:** Monitor market trends and competitive products to provide valuable feedback for service improvement and development.- **Team Collaboration:** Work closely with other team members to share insights and strategies that can improve overall branch performance.**Required Skills and Expectations:**Candidates should have a Bachelors degree in areas such as B.A, B.Com, B.B.A, or equivalent. A minimum of 1 to 4 years of experience in sales or customer relationship management is essential. Strong communication and interpersonal skills are vital to effectively engage with clients. Candidates should be proactive, customer-focused, and able to work in a team-oriented environment. Being detail-oriented and possessing good organizational skills will be important for managing documentation and client interactions efficiently.
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  • 1 - 4 yrs
  • 4.8 Lac/Yr
  • Purba Medinipur
Corporate Banking Bancassurance Agency Development Branch Banking Agency Channel Agency Sales Retail Branch Banking Branch Administration Business Development
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
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