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Branch Relationship Officer


HNM Solutions


Location

Patan | India


Job description

Role:ÂBranch Relationship Officer

Experience: 1 to 2 years

location:ÂTelangana, Gujrat, mandore,ÂMaharashtra,ÂKarnataka

Experience:

• Minimum 1 years of experience in Bank / NBFC
• Secured Loan experience is preferable.

Key Role Descriptors:
∙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

Knowledge & Skills:

∙Proven track record of successful sales experience in the financial industry, particularly in
NBFC products.
∙Strong understanding of financial products, regulations, and market trends.
∙Excellent communication, negotiation, and interpersonal skills.
∙Results-driven with a focus on achieving and exceeding sales targets.


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