The Branch Relationship Executive (BRE) is responsible for building and maintaining strong relationships with customers, ensuring high levels of customer satisfaction, and promoting the bank's products and services. The BRE acts as a primary point of contact for clients at the branch, providing financial guidance and cross-selling opportunities.
Build and maintain relationships with new and existing customers to enhance client satisfaction and loyalty.
Understand customer needs and provide suitable solutions and services.
Achieve individual and branch-level sales targets through proactive customer engagement.
Assist in the resolution of customer queries and complaints in a timely and professional manner.
Maintain a high level of product knowledge to provide accurate and effective advice.
Support branch operations and coordinate with internal teams to ensure seamless service delivery.
Conduct customer outreach via calls, meetings, and follow-ups to identify cross-selling and upselling opportunities.
Stay updated with the latest financial regulations, products, and market trends.
Bachelor's degree in Business, Finance, Commerce, or a related field.
Proven experience in customer service, sales, or banking is an advantage.
Excellent communication, interpersonal, and relationship-building skills.
Strong problem-solving skills and customer-centric approach.
Proficient in using banking software and digital platforms.