Job Description
• WE ARE HIRING FOR A REPUTED BANK
• Job Title : PB Sales
Business Unit (PA) :
Retail Branch Banking
Team :
Retail Branch Banking
Reports to (job) :
Branch Manager
Location of role :
Pan India
Job Fn :
Sales & Portfolio Management
Job Purpose
Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
So that
We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.
Job
Role:
Sales-Maintain Daily Sales Report
CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined time line
Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins
Portfolio
Referrals
Enhancing customer wallet size ensuring that customers make us their primary bank
Managing Classic Portfolio:
· Manage the benchmark no. of customers in the portfolio
· Extend Classic benefits to customers basis identification in eligibility lists/ LTR
· Ensure that individual customers are grouped and C
• customer T o G
• roup (CTG) Ratio is maintained on the portfolio
· Ensure that income plans for the month and year are duly met across products
· Achieving of portfolio level benchmarks of and IPH
· Income product to be sold to each group of the portfolio in the year
Customer Service
• Job Title : PB Sales
Business Unit (PA) :
Retail Branch Banking
Team :
Retail Branch Banking
Reports to (job) :
Branch Manager
Location of role :
Pan India
Job Fn :
Sales & Portfolio Management
Job Purpose
Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
So that
We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.
Job
Role:
Sales-Maintain Daily Sales Report
CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined time line
Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins
Portfolio
Referrals
Enhancing customer wallet size ensuring that customers make us their primary bank
Managing Classic Portfolio:
· Manage the benchmark no. of customers in the portfolio
· Extend Classic benefits to customers basis identification in eligibility lists/ LTR
· Ensure that individual customers are grouped and C
• customer T o G
• roup (CTG) Ratio is maintained on the portfolio
· Ensure that income plans for the month and year are duly met across products
· Achieving of portfolio level benchmarks of and IPH
· Income product to be sold to each group of the portfolio in the year
Customer Service
💡 Quick Summary
Seeking a career-building opportunity? The Personal Banker position is now open for candidates interested in the Bank Jobs sector. This role in Surat offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.