Personal Banker

Role & responsibilities

• Acquire high value new to bank customers through industry best pricing offered by Equitas
• This role is also responsible for Deepening the size of the relationship Manage with existing set of clients by cross-selling products and services as per the profile & need of the customers
• To ensure high quality delivery of all banking services and products to our clients in a fair and transparent manner

• Acquire high value new to bank customers to Bank on a monthly basis flag them on the system
• Handle the service requirement of customers are taken case in a prompt and pro-active manner
• Use wallet profile sheet to track accounts and products with other bank and transfer the same o Know the customers business to proactively provide financial solutions
• Sales across all product segments- TPP, Assets, FDs, TD’s etc
• Customer service to ensure walk in customers issues and Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc
• Deepening of existing Current account & saving account relationships
• Activation of customers in digital channel
• Generation of referrals from internal database
• Report Generation & filing
• Branch Operations and Audit Compliance
• Compliance with KYC, AML, audit and other regulations in all branch banking operations.

Preferred candidate profile

• Graduate with 3 + years of experience from Banking Sector
• Must have good knowledge of the local and surrounding markets in the area
• Proven experience as a personal banker; with Customer-oriented approach to handling problems , experience in sales or customer service is a plus
• Knowledge of personal banking practices and regulations
• Familiarity with banking software; excellent use of MS Office
• Ability to work diligently to meet targets
• Excellent communication and negotiation skills