Banking Executive

2 - 5 years

3 - 6 Lacs

Posted:7 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

About the Role:

Banking Executive

Key Responsibilities:

1. Customer Service & Relationship Management

  • Assist customers with account openings, deposits, withdrawals, and service requests.
  • Provide accurate and timely information about banking products and services.

2. Banking Operations

  • Handle daily branch operations including cash management, account updates, and documentation.
  • Ensure compliance with KYC, AML, and regulatory guidelines.
  • Process transactions such as fund transfers, RTGS/NEFT, cheque clearing, and loan applications.

3. Sales & Business Development

  • Promote and cross-sell banking products like savings accounts, loans, credit cards, insurance, and investments.
  • Achieve monthly and quarterly sales targets.y

Required Skills & Qualifications:

  • Bachelors degree in Finance, Commerce, Business, or related field.
  • Proven experience in banking, financial services, customer service, or sales.
  • Knowledge of banking regulations, KYC/AML norms, and operational processes.
  • Strong communication, interpersonal, and problem-solving skills.

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