Job Description
Only B2C direct sales from Banking, Insurance, Hospitality [Hotel & Travel],Financial Sector, BPO Direct Sales, Real Estate and Edutech.
Salary Budget :: Upto 5.5 LPA
Personal Banker 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.
• Sales
• Managing Classic Portfolio
• Achievement of income plans and other benchmarks within portfolio
• Customer services
• Operations
Educational Qualifications
· Graduation:
· Post-Graduation:
Certifications:
· NISM V-A Certification
· IRDA Certification
· NCFM Certification (Optional)
· CAIIB (Optional)
· Internal Certification
· GI certification
Key Skills
· Minimum 3 years experience
· Sales and Influencing Skills
· Banking Product & Process Knowledge
· NRI Product and Regulatory Knowledge
· Planning and Organizing Skills
· Communication
· Knowledge of Competition & Current trends in financial Industry
Salary Budget :: Upto 5.5 LPA
Personal Banker 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.
• Sales
• Managing Classic Portfolio
• Achievement of income plans and other benchmarks within portfolio
• Customer services
• Operations
Educational Qualifications
· Graduation:
· Post-Graduation:
Certifications:
· NISM V-A Certification
· IRDA Certification
· NCFM Certification (Optional)
· CAIIB (Optional)
· Internal Certification
· GI certification
Key Skills
· Minimum 3 years experience
· Sales and Influencing Skills
· Banking Product & Process Knowledge
· NRI Product and Regulatory Knowledge
· Planning and Organizing Skills
· Communication
· Knowledge of Competition & Current trends in financial Industry
💡 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 Bengaluru 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.
