Personal Banker
Published date: 2024/01/10
- Location: Chennai, Tamil Nadu, India
Job Description:
Responsibilities:
• Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profiles & needs of the customers.
• Ensuring quality new acquisition on Savings & Current accounts for Resident/Non-Resident.
• Deepen by cross-selling products like MF, LI, GI, FD and other third-party products to the customers along with asset products.
• Maintain Daily Sales Report
• Candidates should be maintaining a stable profile with no gap in working experience.
Industry Type- Banking
Educational Qualification: - Graduate with NISM Certification also preferred
Key Skills
• Minimum 3+ years of experience in banking sales from BFSI/NBFC sector.
• Target achiever in their past role.
• Excellent written and verbal communication skills.
• He/she should be maintaining a stable profile with no gap in working experience.
• Should have done cross selling of different banking insurance products.
• Should be able to acquire new acquisitions on Savings & Current accounts and maintain good relationships.
• Knowledge of Competition & Current trends in the financial industry.
• Excellent knowledge on Banking products and its processes.
• Added advantage, if the candidate has NRI product and regulatory knowledge.
• Excellent Planning and organizing skills.
• Added advantage, if the candidate has NISM certification
Responsibilities:
• Responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profiles & needs of the customers.
• Ensuring quality new acquisition on Savings & Current accounts for Resident/Non-Resident.
• Deepen by cross-selling products like MF, LI, GI, FD and other third-party products to the customers along with asset products.
• Maintain Daily Sales Report
• Candidates should be maintaining a stable profile with no gap in working experience.
Industry Type- Banking
Educational Qualification: - Graduate with NISM Certification also preferred
Key Skills
• Minimum 3+ years of experience in banking sales from BFSI/NBFC sector.
• Target achiever in their past role.
• Excellent written and verbal communication skills.
• He/she should be maintaining a stable profile with no gap in working experience.
• Should have done cross selling of different banking insurance products.
• Should be able to acquire new acquisitions on Savings & Current accounts and maintain good relationships.
• Knowledge of Competition & Current trends in the financial industry.
• Excellent knowledge on Banking products and its processes.
• Added advantage, if the candidate has NRI product and regulatory knowledge.
• Excellent Planning and organizing skills.
• Added advantage, if the candidate has NISM certification
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