Branch Relationship Manager

Role Overview

The Branch Relationship Manager will be chiefly responsible for fostering and expanding relationships with customers at branch locations specifically to drive credit card sales through the Banca channel and branch banking operations.

Primary Duties

• Develop and manage customer relationships within the branch network to promote credit card products.
• Generate business leads by leveraging branch referrals, direct customer communications, and networking prospects.
• Consistently achieve monthly targets related to credit card acquisition and overall sales goals.
• Educate customers on the features, benefits, eligibility criteria, and necessary documentation for credit cards.
• Actively monitor and follow up on all sales leads and incomplete credit card applications to ensure closure.
• Collaborate closely with branch personnel and internal teams to facilitate streamlined processing of applications.
• Identify and pursue opportunities for cross-selling and upselling additional financial products to existing customers.
• Maintain robust relationships with branch teams and important clients to encourage loyalty and repeat business.
• Track sales performance metrics on both individual and team levels and produce timely MIS reports daily and weekly.
• Ensure compliance with Know Your Customer (KYC) norms, proper documentation, and company policy adherence.
• Address customer inquiries and resolve support issues efficiently.
• Conduct periodic visits to market areas and branch locations to uncover new business prospects.