Job Description
Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products
• JOB DESCRIPTION Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products
Key Accountability:
The key accountability of the role 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
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
• JOB DESCRIPTION Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products
Key Accountability:
The key accountability of the role 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
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
💡 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.
