Sr Personal Banker
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Job Description Position Title: CASA - Sales Officer 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 of the Sales Officer 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 Primary Location India-Maharashtra-Andheri-eLVB Job Product Sales Schedule Regular Job Type Full-time Job Posting Sep 27, 2023, 4:42:52 PM
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