Job Description
Equitas Small Finance Bank Ltd. is looking for Branch Relationship Executive - UCV to join our dynamic team and embark on a rewarding career journey
ustomer Relationship Management: Build and nurture strong relationships with existing and potential customers by understanding their financial goals, needs, and preferences
Customer Service: Provide exceptional customer service by addressing inquiries, assisting with transactions, and resolving issues promptly and effectively
Financial Advisory: Offer financial advice and guidance to customers, suggesting appropriate banking products, investment options, and financial solutions based on individual circumstances
Product Knowledge: Stay informed about the institution's range of products and services, including banking, loans, investments, insurance, and other financial offerings
Cross-Selling: Identify opportunities to cross-sell and upsell products and services to customers, aiming to meet their financial needs while contributing to business growth
Account Management: Manage customer accounts, including opening new accounts, processing transactions, and ensuring accuracy in account-related activities