Senior Personal Banker
Published date: 2024/01/10
- Location: Guntur, Andhra Pradesh, India
Job Title : Personal Banker
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 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
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