Personal Banker
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products
• JOB DESCRIPTION Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products
Key Accountability:
The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products
Job Duties and Responsibilities:
Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations
Core Competencies:
Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred.
This is a must post joining.
Excellent verbal and written communication skills Technical Experience and Competencies:
Banking knowledge Computer Skills and digital knowledge Good network in the market
• JOB DESCRIPTION Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products
Key Accountability:
The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products
Job Duties and Responsibilities:
Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations
Core Competencies:
Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred.
This is a must post joining.
Excellent verbal and written communication skills Technical Experience and Competencies:
Banking knowledge Computer Skills and digital knowledge Good network in the market
1 page views
Related listings
-
VP-Governanace strategy-BankingBank• Create a robust governance strategy in line with DBIL risk appetite and growth ambition – Monitor, and ensure compliance to Bank Policy Standards and Guide. • Work closely with the business managers and credit risk , collections to ensure a timely ...2026/11/10
-
CRM-AssociateBankJob Title: CRM-Associate Location: Pune Role Description Credit Risk Data Unit (CRDU) The Credit Risk Data Unit (CRDU) was created to bring together Credit Operations and Risk Close & Analysis functions with the aim to standardize data taxonomy a...2026/11/10
-
Subject Matter Expert UPI/BBPSBank#UPI #BBPS #subjectmatterexpert Location: Mumbai Domain: Banking Interested candidates may share CV to recruiter4@qween.in Expertise and Experience: • Product Managers focus on identifying our consumer and business problems and are at the intersectio...2026/11/10