Personal Banker Classic

3 - 8 years

3 - 8 Lacs

Posted:1 week ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Actively participate in Branch operations and sales equally to ensure Branch sales target are met.

Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits.

Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients. Address and resolve classic customer inquiries, concerns and issues promptly, ensuring a satisfactory customer experience.

Conduct frequent field visits to engage with clients while ensuring touch base with each client at least once in 2 months and mandate of at least 6 joint visits in a month.

Monthly Revenue generation by overall value enhancement of existing customer base and generating new business by increasing the mapped portfolio size.

Collaborate with the branch team and cross vertical as well to achieve overall branch sales targets.

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