Branch External Sales and Service OBR
Core
Provide compliant, professional financial advice and tailored solutions to walk-in and existing clients in a high-volume service branch environment.
Role type
Branch Advisor (Financial Services)
Builds
Long-term client relationships and sales of financial products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, Financial advice, Sales target achievement, Compliance adherence (FAIS/TCF), Data analysis, Record keeping
Preferred skills
Persuasive selling, Problem solving, Ethical approach, Industry trend awareness
Responsibilities
Build and manage long-term client relationships, Educate customers on banking platforms, Analyze customer data for financial advice, Maintain accurate client records, Achieve sales and service targets, Manage leads and follow-ups
Seniority
Junior to Mid-level, hands-on IC
