Job Description
A Personal Banker isa finance professional who manages the accounts and finances of their clients. They are responsible for overseeing all aspects of their clients' accounts, providing them with banking services like loans or credit cards, and advising investment opportunities. Personal bankers assist clients in managing their bank accounts and finances. They understand the banking industry and have detailed knowledge of different investment and savings products available to clients.
• 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.
Fresher Experience Both Can Apply.
EMAIL [email protected]
CONT-+5++015267
This job is provided by Shine.com
• 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.
Fresher Experience Both Can Apply.
EMAIL [email protected]
CONT-+5++015267
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Personal Banking Financial Manager|Corporate Banking position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.
