Personal Banker -Sales

2 - 7 years

2.5 - 5.5 Lacs P.A.

Salem, Coimbatore

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

HNI SalesPortfolio ManagementCasaThird Party ProductsRetail 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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