Job Description
This job is a sales oriented job. Primary responsibility will be CASA sales. Other responsibilities are mentioned below
Personal Banker Responsibilities:
Recommending and explaining banking services and products to clients based on their needs.
Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
Presenting and selling banking services and products to existing and prospective clients.
Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.
Processing applications for credit cards, safe deposit boxes, and loan requests.
Verifying bank account details upon client request.
Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.
Resolving client queries and complaints.
Performing administrative duties, such as data entry, as needed.
Job Type: Full-time
Salary: ₹10,000.00 - ₹40,000.00 per month
Benefits:
Health insurance
Provident Fund
Schedule:
Day shift
Supplemental pay types:
Performance bonus
Quarterly bonus
Yearly bonus
Experience:
Banking (Preferred)
Personal Banker Responsibilities:
Recommending and explaining banking services and products to clients based on their needs.
Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
Presenting and selling banking services and products to existing and prospective clients.
Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.
Processing applications for credit cards, safe deposit boxes, and loan requests.
Verifying bank account details upon client request.
Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.
Resolving client queries and complaints.
Performing administrative duties, such as data entry, as needed.
Job Type: Full-time
Salary: ₹10,000.00 - ₹40,000.00 per month
Benefits:
Health insurance
Provident Fund
Schedule:
Day shift
Supplemental pay types:
Performance bonus
Quarterly bonus
Yearly bonus
Experience:
Banking (Preferred)
💡 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 Mumbai 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.