A Branch Relationship Executive is responsible for acquiring new customers, maintaining relationships with existing clients, and promoting financial products such as savings accounts, loans, insurance, and investment services.
Build and maintain strong relationships with customers
Identify customer needs and recommend suitable financial products
Achieve sales targets (accounts, loans, credit cards, insurance, etc.)
Cross-sell and upsell banking/financial products
Handle customer queries and resolve issues promptly
Ensure compliance with banking regulations and internal policies
Maintain records of client interactions and transactions
Support branch operations when required
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