4036 Branch Banking Jobs - Page 3

About The Role : Job Title Private Banking Advisor LocationPune Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Acquisition Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans, and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure their share of wallet with the bank increases. Close monitoring of average revenue per customer. Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers. Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk,Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contact ability by capturing email address and mobile number. Your skills and experience The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background. Candidate should have excellent communication in English and well groomed. Minimum qualificationrequired is Graduation. Minimum Experience should be 7 12 Years in relevant field. This is an individual contributor role. Need a Senior Banker, with good knowledge about investments, Wealth Management, Mutual Funds, PMS, Insurance. Acquisition of New to Bank clients. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

About The Role Skill required: Commercial Banking Operations - Core Banking Designation: Banking Operations Associate Qualifications: BCom Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business.Develop and deliver core banking solutions for the applications that process the essential functions of banks, including account management, interest calculations, cash deposits and withdrawals processing, customer management and product management. What are we looking for Good Communication Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification BCom

Establishing & strengthening relationship with the Bank Branch Manager to gain leads.Prospecting customers of the Bank & conducting Quick Need Analysis For More Details 7374848545- Neelam

Key Responsibilities: Sales & Business Development Drive branch sales for products like ,CASA, Insurance & all banking products. Achieve monthly and yearly branch sales targets. Identify and develop new business opportunities in the local market. Customer Relationship Management Ensure high levels of customer satisfaction through excellent service. Resolve customer complaints and queries effectively. Build and maintain strong customer relationships. Team Leadership Manage, mentor, and motivate branch staff to meet performance goals. Conduct regular training and reviews for the team. Ensure staff adherence to company policies and procedures. Branch Operations & Compliance Oversee branch operations and ensure compliance with internal and regulatory policies. Maintain branch records, audits, and reports. Monitor cash flow, inventory, and security protocols. Reporting & MIS Prepare regular reports on sales performance, branch profitability, and operational issues. Present branch progress to senior management. Key Skills & Competencies: Strong leadership and team management skills Excellent sales and negotiation abilities Good knowledge of banking/financial products. Customer-focused mindset Proficiency in MS Office and CRM tools Understanding of branch operations and regulatory compliance

Job description Responsibilities Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Bank's policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Expected CandidateAgeMinimum 21 to Maximum 30 years ProfileEducation: Graduation (Post Graduate preferred) AMFI/NCFM/IRDA/JAIIB/CAIIB & such relevant certifications will be an added advantage Past Experience0 - 5 years work experience in Banking & Financial Services Organizations Other Aspects / Skills: - Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or Branch Banking

Job description Responsibilities Profit and Loss and Balance Sheet Management of the Cluster Tracking and monitoring daily productivity and book movement of the Cluster Cluster headcount budget to be maintained Should ensure that the Cluster complies with Bank's policies and processes Ensure that the Cluster follows the BEST Document Ensure BELT meetings are conducted periodically in his Cluster Team Motivation and Team Building Ensure timely Learning and Development for his Cluster Thorough knowledge of daily banking operations and products and services Ensure comprehensive compliance with all regulatory and statutory requirements as relevant for the Cluster and for various product and services Awareness of ISO 9001:2000 standards & meet/exceed set quality parameters conforming to the standards Ensure Audit related deliverables both internal and external are met as per the prescribed norms Monitor and ensure the Upkeep of the Branches and ATMs within the Cluster Ensure timely submission of MIS reports Expected Candidate Profile AgeMinimum 30 to Maximum 35 years EducationGraduation /Post Graduation in any Discipline, MBA's with Specialization in Finance/Marketing shall be preferred Past ExperienceMinimum 14 years work experience in Banking & Financial Services Organizations Other Aspects / Skills: - Good written and verbal communication skills Fully conversant with MS Office Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking or Consumer Banking or Branch Banking Knowledge of regulatory guidelines

We are Hiring in Tata AIG General Insurance Location: Gurugram, Rohtak Role & responsibilities Provide support in Sales of General Insurance business through bank customers at bank branches across assigned locations. Preferred candidate profile MBA freshers can also apply 1 - 2 years in Sales (Insurance Sales Background) Perks and benefits CTC: Up to 3.50 L PA + Performance Incentives + Conveyance Allowance Interested candidate kindly share your resume to aparna.shankar@tataaig.com

• Branch Operations Management: Oversee the smooth functioning of the branch, ensuring efficiency, accuracy, and compliance with regulatory requirements. • Team Leadership: Lead and motivate a team, providing guidance and support to achieve performance targets and deliver outstanding customer service. • Wealth Management Service Leadership: Develop and implement strategies for wealth solutions, focusing on identifying customer needs, developing and recommending appropriate products, and building long-term relationship. • Business Development: Drive revenue growth through effective sales strategies, cross-selling, and customer engagement. • Customer Service: Ensure a positive customer experience, addressing queries and resolving issues efficiently and effectively.Raising service requests of HNI clients. Assisting RMs for new account openings for NTB clients. Looking for improvement opportunities to increase customer satisfaction and work efficiency. Assist and support Affluent, NRI RM's.

Dear Candidate, We have urgent job opening for Retail Branch Banking - Tiruppur (In & Around). We are conducting direct walk-in interview in @ Tiruppur, Indira Nagar Branch (Tiruppur) - 2nd August 2025. Below are the Interview details: Interview Date: 02nd August 2025 (Saturday) Interview Location: Venue: HDFC Bank Ltd, No 37/10-A, 1st Floor, Indiranagar, Avinashi Road, (Near CSI Church)Tiruppur, Tamil Nadu - 641603 Interview Timing: 10.00 AM to 1.00 PM Contact Person: Mr. Madhankumar KP (Cluster Head) / Naveenkumar G (HR) Roles and Responsibilities: Manage branch operations, ensuring efficient customer service delivery. Acquire new customers through effective sales strategies and cross-selling techniques. Develop strong relationships with existing clients to increase loyalty and retention. Identify opportunities for growth through third-party product offerings (TPP) and liability products. Monitor current account balances, CASA performance, and retail liabilities management. Desired Candidate Profile: 3+ years of experience in Retail branch banking Sales or with NBFC. Job roles: Branch Manager PB Teller Authorizer Personal Banker Sales Relationship Manager Branch Sales Manager Note: Local candidates will be preferred

Skillventory is mandated to hire a Candidate for Branch Manager role with a leading Small Finance Bank Role: Branch Manager - Branch Banking Locations : Pune-Pimpari, Ahmedabad, Gandhinagar, Naidad Experience : 6-10 years in #retail_banking , with at least 3-5 years in a leadership role. Skills: Sales & business development, leadership, #banking operations, compliance, customer engagement, and problem-solving. Key Responsibilities: -Drive business growth through deposits, #CASA , #Liabilities , and #cross_selling of financial products. -Build and maintain strong customer relationships, ensuring top-notch service. Oversee branch operations, risk management, and regulatory compliance. Lead and mentor the branch team, driving performance and excellence. - Analyze market trends and competitor activities for business improvements. Qualification: Graduate/Postgraduate in Finance, Business Administration, or related fields. Interested? Apply Now! WhatsApp your CV: +91 7489933146 Email your CV: ravikumar.sharma@skillventory.com

We are Hiring in Tata AIG General Insurance Location: Bangalore, Hyderabad Role & responsibilities Provide support in Sales of General Insurance business through bank customers at bank branches across assigned locations. Preferred candidate profile MBA freshers can also apply 1 - 2 years in Sales (Insurance Sales Background) Perks and benefits CTC: 2.50 L PA to 3.50 L PA + Performance Incentives + Conveyance Allowance Interested candidate kindly share your resume to poushali.sahu@tataaig.com

Role & responsibilities Drive health insurance product sales through assigned Bank branch Build strong working relationships with Branch Managers, Personal Bankers, and RMs . Conduct daily branch visits , lead generation activities, and joint customer calls . Deliver product training sessions and motivate the Bank staff for lead generation. Achieve and exceed monthly and quarterly targets assigned by the company. Ensure all leads are tracked, followed up, and closed within defined timelines. Maintain 100% adherence to compliance, documentation, and IRDAI guidelines. Provide post-sale customer support and assist with queries or claim-related concerns. Submit daily activity reports, branch-wise MIS, and funnel updates to reporting manager. Preferred candidate profile Minimum 1 year of experience in bancassurance/insurance sales (health or life insurance preferred). Prior experience working with Bank or PSU bank is a strong advantage. Familiarity with the local market Excellent interpersonal and relationship-building skills. Field-oriented with strong ownership mindset and result orientation. Fluent in Bengali, Hindi, and Basic English. Education: Graduate in any stream

EliteRecruitments Hiring For Banking Credit Manager Description A bank credit manager is responsible for overseeing a bank's lending process, evaluating loan applications, and managing credit risk. They assess the creditworthiness of borrowers, approve or deny loan requests, and ensure compliance with credit policies and regulations. Ultimately, they aim to minimize bad debts and maximize profitability through sound lending practices. Required Experience And Qualifications Any Diploma/Degree Knowledge of Internet Browsing Benefits ESI And PF No Target Fixed Shift Incentives Job types: full-time Experience - 1 Yr To 3 Yrs Salary 30% To 40% Hike Job location in Pan India Email Id contact@eliterecruitments.co.in

Candidate will be tagged to 2-3 bank branches, work with Branch Managers and staff to promote Life Insurance. Must build strong relationships, generate leads, drive closures, and visit all assigned branches daily to maximize revenue. LOC:- RAJ, PUNB

Personal bankers help clients manage their money so as to balance risk. Personal bankers may also be referred to as commodities, securities, or financial services sales agents. They are responsible for undertaking banking duties and overseeing...

Openings for Banca Sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance products candidate can Apply/Refer their CV at 8767546566 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

Openings for Banca sales -Maintain Good relationship with bank & sell the Life insurance -Handling walk in customers & leads provided by the bank -Business development for Life Insurance products candidate can Apply/Refer their CV at 8805901485 Required Candidate profile Any Graduate with minimum 1 year of Life Insurance sales experience in Banca/Bank channel/Broking channel/NBFC Channel/branch banking sales experience can apply Perks and benefits Incentives + allowances +Fast-track promotion

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Cross-selling of various financial products to Bank customers. Help partners generate and track leads & close sales. Required Candidate profile Qualification : Mini. Graduation in any stream Experience : 2+ Years of Experience in Banking, Insurance, Investment or BFSI Sector CTC : 4.0 LPA Only + Incentive + Other Benefits Kevisha-88490 20556

In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures Primary upward interaction Male candidate Preferred Required Candidate profile Age should be below27 years Degree must be completed Male candidate Preferred Female should ready to relocate

The position available is ideal for candidates aspiring for a career in Consulting within the niche Banking Domain and Practice. Your role will involve supporting Territory Heads, Delivery Managers, Portfolio and Project Managers, and a team of talented business and technology consultants. By utilizing your expertise in Oracle applications, tools, and technology, you will be responsible for delivering business-focused solutions to clients. Your tasks will include value consulting, solutioning, addressing complex business requirements, and ensuring successful outcomes for customers, partners, and associates. With comprehensive training and experience from the team, you will evolve into a seasoned employee and a Subject Matter Expert in Business domain or Solution Architecture, with complete accountability for the solutions delivered. Partnering with stakeholders in Consulting Sales and Delivery, you will act as a trusted advisor to define and deliver high-quality enterprise-capable solutions. Collaborating closely with stakeholders, you will develop practical roadmaps to guide the enterprise towards its future state vision, considering business, technical, and delivery constraints. By analyzing stakeholder requirements and the current state architecture, you will create a future state architecture vision focusing on reduced complexity, cost efficiencies, reuse, convergence, reduced risk, and improved business capabilities. Your responsibilities will also include participating in defining and operating the architecture governance process, working with Domain Architects, and communicating principles, standards, vision, and roadmaps to stakeholders. As for the requirements, a Bachelor's Degree in Engineering, Computer Science or equivalent is necessary, with a Master's degree in Business or Technology being advantageous. A formal architecture certification such as TOGAF or equivalent is required, along with at least 15 years of experience in the IT industry. Additionally, you should have at least 7 years of experience in Enterprise Architecture within large, complex enterprises. Your deep experience should include delivering mission-critical, enterprise-scale IT solutions in a heterogeneous technology environment. Expertise in Application Architecture, EAI, Microservices, Cloud native technologies, Domain-driven and Event-driven architecture, and familiarity with best practice methodologies and tools are essential. Moreover, practical experience in data modeling, object modeling, design patterns, and Enterprise Architecture tools is beneficial. In conclusion, this role offers a challenging yet rewarding opportunity for individuals with a strong background in Consulting and Banking who are eager to contribute to delivering innovative solutions to clients within the Oracle ecosystem.,

Join our team to drive business growth by acquiring and managing key customer relationships, delivering tailored financial solutions, and maximizing revenue opportunities. Location: Madurai, Karaikudi, Rameswaram, Thoothukudi, Tirunelveli, Nagercoil. Role: Preferred Relationship Manager. Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & advisory skills Knowledge of banking products, KYC norms, and portfolio management Excellent communication & stakeholder engagement _______________________________________________________________________________________________ Role: Personal Banker Classic. Experience: 3+ Years of Banking Sales Experience. Responsibilities: Acquire and deepen Classic relationships Cross-sell banking, investment & third-party products Manage attrition and increase wallet share Ensure high-quality service and operational hygiene Meet income & portfolio growth benchmarks Preferred candidate profile: Proven experience in sales and relationship management Strong understanding of banking products and customer profiles Wxcellent communication and follow-up skills _______________________________________________________________________________________________ Role: Personal Banker Sales. Experience: 1+ Years of Banking Sales Experience Responsibilities: Source new liability accounts (CA/SA/TD) through cold calls, referrals & local marketing Cross-sell products like loans, insurance, mutual funds, credit cards & demat Ensure lead fulfillment from all branch verticals Provide exceptional service and ensure compliance with KYC/AML norms Contribute to branch-level business targets Preferred candidate profile: Sales & influencing skills Strong product & regulatory knowledge Good communication & relationship-building abilities _______________________________________________________________________________________________ If you're passionate about customer success and high-impact relationship management, apply now!!

Job Description: Job Title: Sales Manager Premium Banking Location: Calcutta Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How we ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities 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 sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities 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 sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.

About Branch Banking The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services. About the Role As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank s products, providing service to existing and New To bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, Whatsapp banking wherever possible Key Skills Customer Service Skills Excellent communication and interpersonal skills to interact effectively with customers Regulatory Knowledge Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements Sales and negotiation - Ability to sell financial products and services Attention to detail High level of accuracy in handling cash transactions and financial documents Key Responsibilities 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 sale of bank s products. Promoting bank s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications Graduation/ Post-Graduation from a recognized institute Role Proficiencies Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills.