Personal Banker

3 months ago


Visakhapatnam, India Phire Learning Solution Full time

Job Purpose: To primarily acquire Savings Accounts & Current 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 Savings accounts & current accounts from branch catchment area
- Conduct low-cost micro marketing activities around catchment areas for lead generations
- 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.
- Build strong relationship with internal teams to leverage existing relationships from SME

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 Types**: Full-time, Permanent

**Salary**: ₹20,000.00 - ₹25,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Life insurance
- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Visakhapatnam, Andhra Pradesh: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person


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