Personal Banker

☞ Response Informatics

看过: 102

更新日: 27-05-2024

位置: Anand Gujrat

类别: 营业额

行业: Banking

水平: Entry level

工作类型: Full-time

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工作内容

- JOB DESCRIPTION-

Job Purpose:To acquire CASA, Salary accounts and cross sell multiple banking products.

Key Accountability: The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.

Job Duties and Responsibilities:

  • Acquiring new accounts (Current and Savings) from branch catchment area
  • Quality sourcing of salary accounts from corporates
  • Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
  • Participate in corporate induction and migration events around the catchment area
  • Build strong relationship with internal teams to leverage existing relationships from SME
  • Conduct low-cost micro marketing activities around catchment areas for lead generations

Core Competencies:

  • Sales & Networking Skills
  • Good Communication & Listening Skills
  • Goal / Target oriented
  • IRDA & AMFI certification is preferred. This is a must post joining.
  • Excellent verbal and written communication skills

Technical Experience and Competencies:

  • Banking knowledge
  • Computer Skills and digital knowledge
  • Good network in the market
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最后期限: 11-07-2024

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