Branch Relationship Officer

·       Customer Relationship Management: Establish and maintain strong relationships with existing and potential customers in rural areas.

·       Regularly interact with clients to understand their financial requirements and provide personalized assistance.

·       Sales and Business Development: Identify potential customers and create strategies to expand the customer base.

·       Product Knowledge: Acquire a comprehensive understanding of the company’s products and services.

·       Educate customers about the features, benefits, and suitability of different financial products.

·       Cross-selling: Identify cross-selling opportunities and recommend appropriate financial products to existing customers to maximize their engagement.

·       Market Research: Stay up-to-date with market trends, competitor offerings, and changes in rural banking policies and regulations.

·       Use this information to adapt sales strategies and identify new business opportunities.

·       Sales Targets: Work towards achieving monthly and quarterly sales targets set by the management.

·       Data Management: Maintain accurate records of all customer interactions, sales activities, and relevant data in the bank's CRM system.

·       Compliance: Ensure adherence to all regulatory and internal guidelines while promoting and selling financial products and services