Personal Banker
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
- 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 areaQuality sourcing of salary accounts from corporatesActivate 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 areaBuild strong relationship with internal teams to leverage existing relationships from SMEConduct low-cost micro marketing activities around catchment areas for lead generations Core Competencies:Sales & Networking SkillsGood Communication & Listening SkillsGoal / Target orientedIRDA & AMFI certification is preferred. This is a must post joining.Excellent verbal and written communication skillsTechnical Experience and Competencies:Banking knowledgeComputer Skills and digital knowledgeGood network in the market
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