Branch Relationship Executive

Role Overview

The Branch Relationship Executive will be responsible for generating credit card sales through the banca channel and branch customer interactions. This role involves engaging with branch visitors, explaining credit card benefits and eligibility, and assisting customers in completing their applications.

Key Responsibilities

• Source credit card leads by interacting with branch customers and walk-in visitors.
• Provide detailed explanations of credit card features, including benefits, applicable fees, and eligibility criteria.
• Identify and qualify potential customers, converting leads into formal credit card applications.
• Guide customers through the application procedure and help with document submission.
• Liaise with bank and operations teams to ensure smooth processing of applications.
• Maintain strong professional relationships with branch personnel and clientele.
• Track and follow up on pending applications and respond to customer inquiries.
• Meet or exceed monthly sales and customer acquisition targets.
• Ensure proper KYC compliance and maintain accurate customer records.
• Prepare daily sales reports and provide updates on lead and application statuses.
• Adhere strictly to company policies and regulatory compliance standards.