Personal Banker -Sales

Dream Jobs Staffing Solution

2 - 7 years

2 - 5 Lacs

Salem Coimbatore

Posted:3 months ago| Platform:

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Skills Required

HNI Sales Portfolio Management Casa Third Party Products Retail Branch Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

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. ole & responsibilities Preferred candidate profile

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Personal Banker -Sales