Job Description
Platinum Banker-Inbound-Branch Banking-Service
We are seeking a meticulous and experienced Platinum Banker - Inbound to manage high-value transactions and ensure operational excellence at the branch. This role involves servicing walk-in customers, generating leads, cross-selling financial products, and ensuring strict compliance with regulatory and audit requirements. The Authoriser will also act as a key custodian and play a pivotal role in maintaining service quality and team coordination.Service walk-in customers across all segments with professionalism and efficiency
Generate leads for New-To-Bank customers and cross-sell products such as Term Deposits (TD), Mutual Funds (MF), CASA, and Gold
Ensure regulatory and procedural compliance across all branch operations
Coordinate and support branch audits
Deliver service excellence to enhance customer retention and cross-sell opportunities
Authorize and verify entries made by inputer
Review end products and clear transactions of ₹10 lakhs and above
Act as vault/key custodian and ensure secure handling of branch assetsMeticulousness, experience in managing high-value transactions, operational excellence, customer service, lead generation, cross-selling financial products, compliance adherence, understanding of regulatory requirements, understanding of audit requirements, custodianship, maintaining service quality, team coordination.
Experience Level
We are seeking a meticulous and experienced Platinum Banker - Inbound to manage high-value transactions and ensure operational excellence at the branch. This role involves servicing walk-in customers, generating leads, cross-selling financial products, and ensuring strict compliance with regulatory and audit requirements. The Authoriser will also act as a key custodian and play a pivotal role in maintaining service quality and team coordination.Service walk-in customers across all segments with professionalism and efficiency
Generate leads for New-To-Bank customers and cross-sell products such as Term Deposits (TD), Mutual Funds (MF), CASA, and Gold
Ensure regulatory and procedural compliance across all branch operations
Coordinate and support branch audits
Deliver service excellence to enhance customer retention and cross-sell opportunities
Authorize and verify entries made by inputer
Review end products and clear transactions of ₹10 lakhs and above
Act as vault/key custodian and ensure secure handling of branch assetsMeticulousness, experience in managing high-value transactions, operational excellence, customer service, lead generation, cross-selling financial products, compliance adherence, understanding of regulatory requirements, understanding of audit requirements, custodianship, maintaining service quality, team coordination.
Experience Level
💡 Quick Summary
Seeking a career-building opportunity? The Platinum Banker - Branch Banking (Inbound position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore 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.