Job Description
Job Description:
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 profiles & need of the customers.
Ensuring quality new acquisition on Savings & Current accounts for Resident/Non-Resident.
Deepen by cross-selling products like MF, LI, GI, FD and other third-party products to the customers along with asset products.
Maintain Daily Sales Report.
Qualifications Skills
Minimum 3+ years of experience in banking sales from BFSI/NBFC sector.
Target achiever in their past role.
Excellent written and verbal communication skills.
Candidate should be maintaining a stable profile with no gap in working experience.
Should have done cross selling of different banking & insurance products.
Should be able to acquire new acquisition on Savings & Current account and maintain good relationship.
Knowledge of Competition & Current trends in financial industry.
Excellent knowledge on Banking products and its processes.
Added advantage, if candidate has NRI product and regulatory knowledge.
Excellent Planning and organizing skills.
Added advantage, if candidate has NISM certification
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 profiles & need of the customers.
Ensuring quality new acquisition on Savings & Current accounts for Resident/Non-Resident.
Deepen by cross-selling products like MF, LI, GI, FD and other third-party products to the customers along with asset products.
Maintain Daily Sales Report.
Qualifications Skills
Minimum 3+ years of experience in banking sales from BFSI/NBFC sector.
Target achiever in their past role.
Excellent written and verbal communication skills.
Candidate should be maintaining a stable profile with no gap in working experience.
Should have done cross selling of different banking & insurance products.
Should be able to acquire new acquisition on Savings & Current account and maintain good relationship.
Knowledge of Competition & Current trends in financial industry.
Excellent knowledge on Banking products and its processes.
Added advantage, if candidate has NRI product and regulatory knowledge.
Excellent Planning and organizing skills.
Added advantage, if candidate has NISM certification
💡 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 Chennai 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.
