Branch Relationship Executive
Calibehr Business Support Services Private Limited
Bhopal, Madhya Pradesh, India · Full Time
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- Experience
- Any
- Salary
- INR 15,000 – INR 33,000 / month
- Openings
- 1
- Posted
- 1 week ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
Job Overview
As a Branch Relationship Executive focused on credit card sales via banca channels and branch presence, you will engage branch customers to promote and process credit card applications. You will provide detailed information about the credit cards, assist customers through the application process, and coordinate with bank teams to ensure smooth processing.
Key Responsibilities
- Generate prospective credit card leads by interacting with branch visitors and customers.
- Inform customers about credit card features, benefits, fees, and eligibility criteria in a clear manner.
- Identify suitable candidates and successfully convert leads into formal credit card applications.
- Support clients throughout the application and document submission stages.
- Collaborate closely with bank operations and processing teams to ensure timely application handling.
- Foster positive relationships with branch personnel and customers to enhance service delivery.
- Regularly follow up on pending applications and handle customer inquiries effectively.
- Meet or exceed assigned monthly sales and customer acquisition goals.
- Ensure accuracy and completeness of customer details, including KYC and other documentation.
- Maintain comprehensive daily records of sales, leads, and application statuses.
- Adhere strictly to company policies and compliance standards at all times.