Personal Banker
Published date: 2024/01/10
- Location: Maharashtra, India
Personal Banker-(WD56858)
- JOB DESCRIPTION-
Position Title: CASA Sales
Business Unit: Consumer Banking Group - NDS
Report To: Branch Head/Area Sales Manager
Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products.
Key Accountability: The key accountability 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
Preferred Qualification and Experience:
·Graduate/post-graduate
·1 - 2years of relevant experience
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-
Position Title: CASA Sales
Business Unit: Consumer Banking Group - NDS
Report To: Branch Head/Area Sales Manager
Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products.
Key Accountability: The key accountability 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
Preferred Qualification and Experience:
·Graduate/post-graduate
·1 - 2years of relevant experience
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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