Assistant Officer , Personal Banker , Consumer Banking Group

3 - 7 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

You will play a crucial role in managing and maintaining a portfolio of CASA (Current Account and Savings Account) clients, ensuring high customer satisfaction and retention. It will be your responsibility to proactively identify and capitalize on cross-selling and up-selling opportunities to grow the CASA business. Your role will involve providing personalized financial solutions and advice to clients, addressing their specific needs and goals. Collaboration with other teams within the Consumer Banking Group will be essential to deliver a seamless and integrated customer experience. Additionally, you will actively participate in client acquisition activities, such as events and outreach programs, to expand the CASA client base. Maintaining accurate and up-to-date client records will also be part of your duties to ensure compliance with internal policies and regulatory requirements. Continuous monitoring of market trends and competitor activities will enable you to identify opportunities for product and service enhancements. Your contribution to the development and implementation of strategies will be vital in improving the CASA business performance. Qualifications required for this role include a minimum of 3 years of experience in a similar role within the banking or financial services industry. Strong interpersonal and communication skills are essential, along with proficiency in data analysis and financial modeling to provide data-driven insights and recommendations. Excellent problem-solving and decision-making skills, with the ability to think critically and strategically, will be beneficial. A demonstrated track record of achieving sales targets and exceeding customer expectations is also necessary. You should have the ability to work collaboratively within a team and across different departments, with a commitment to continuous learning and professional development. We offer a competitive salary and benefits package, along with the professional advantages of a dynamic environment that supports your development and recognizes your achievements. You will play a crucial role in managing and maintaining a portfolio of CASA (Current Account and Savings Account) clients, ensuring high customer satisfaction and retention. It will be your responsibility to proactively identify and capitalize on cross-selling and up-selling opportunities to grow the CASA business. Your role will involve providing personalized financial solutions and advice to clients, addressing their specific needs and goals. Collaboration with other teams within the Consumer Banking Group will be essential to deliver a seamless and integrated customer experience. Additionally, you will actively participate in client acquisition activities, such as events and outreach programs, to expand the CASA client base. Maintaining accurate and up-to-date client records will also be part of your duties to ensure compliance with internal policies and regulatory requirements. Continuous monitoring of market trends and competitor activities will enable you to identify opportunities for product and service enhancements. Your contribution to the development and implementation of strategies will be vital in improving the CASA business performance. Qualifications required for this role include a minimum of 3 years of experience in a similar role within the banking or financial services industry. Strong interpersonal and communication skills are essential, along with proficiency in data analysis and financial modeling to provide data-driven insights and recommendations. Excellent problem-solving and decision-making skills, with the ability to think critically and strategically, will be beneficial. A demonstrated track record of achieving sales targets and exceeding customer expectations is also necessary. You should have the ability to work collaboratively within a team and across different departments, with a commitment to continuous learning and professional development. We offer a competitive salary and benefits package, along with the professional advantages of a dynamic environment that supports your development and recognizes your achievements.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You