personal banker

JD for PERSONAL BANKER IN CASA SALES

Job Title:

Location:

Department:

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Job Summary:

Personal Banker

Key Responsibilities:

Current and Savings Accounts (CASA)

·         Generate leads from the open market and follow up for conversions.

• Cross-sell and upsell banking products such as savings accounts, credit cards, loans, insurance, and investment products.
• Handle customer queries, complaints, and requests efficiently and professionally.
• Achieve individual and branch targets for product sales and customer acquisition.
• Perform regular follow-ups with clients for service and business development.
• Maintain updated knowledge of all bank products, services, policies, and procedures.
• Ensure compliance with KYC, AML, and other regulatory requirements.

Eligibility Criteria:

 Experience:

 Skills Required:

• Strong interpersonal and communication skills
• Sales-oriented mindset with target-driven approach
• Good knowledge of banking products and local market

Preferred Candidate:

• Candidates with prior experience in CASA Sales.

Fluency in Tamil and English.