Job Description
Job description
Role & responsibilities
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 banks 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 organizations 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:
Optimal qualification for success on the job is:
Graduation/ Post-Graduation from a recognized institute
Role: Banking Operations - Other
Industry Type: Banking
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Banking Operations
Education
UG: Any Graduate
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
Teller Operations Cashier
Branch Operations Banking Operations Cash Handling
Role & responsibilities
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 banks 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 organizations 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:
Optimal qualification for success on the job is:
Graduation/ Post-Graduation from a recognized institute
Role: Banking Operations - Other
Industry Type: Banking
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Banking Operations
Education
UG: Any Graduate
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
Teller Operations Cashier
Branch Operations Banking Operations Cash Handling
💡 Quick Summary
Seeking a career-building opportunity? The Teller Cashier/ Authorizer -BRO - Axis Bank For Rohtak Panipat Karnal position is now open for candidates interested in the Cashier Jobs sector. This role in Panipat offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Cashier Jobs is a plus.
