Personal Banker
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
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
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
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