Personal Banker

6 months ago


Chennai Tamil Nadu, India Phoenix Consultancy Full time

**Must Needed: Casa sales or Insurance**

**Field sales**

**Designation: Personal Banker**

Key Responsibilities:

- Acquire high value new to bank customers to Bank on a monthly basis flag them on the system
- Handle the service requirement of customers are taken case in a prompt and pro-active manner
- Use wallet profile sheet to track accounts and products with other bank and transfer the same o Know the customer’s business to proactively provide financial solutions
- Sales across all product segments
- TPP, Assets, FD’s, TD’s etc
- Customer service to ensure walk in customers issues and Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc
- Deepening of existing Current account & saving account relationships
- Activation of customers in digital channel
- Generation of referrals from internal database
- Report Generation & filing
- Branch Operations and Audit Compliance
- Compliance with KYC, AML, audit and other regulations in all branch banking operations.

**Salary**: Up to ₹500,000.00 per year

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- Banking: 3 years (preferred)

Work Location: In person


  • Personal Banker

    2 months ago


    Anna Salai, Chennai, Tamil Nadu, India Eminent Advisory Services Full time

    Leading Small Finance Bank looking for young graduates with one plus years of sales experience who wants to start their career as "Banker" Below are the positions open 1) Personal Banker 2) Premium Acquisition Manager 3) Business Development Officer 4) Business Development Manager 5) Gold Loan RM 6) Relationship Officer CASA Budget - 2 to 4...

  • Privilege Banker

    6 months ago


    Madurai, Tamil Nadu, India Kanal Innovative Solutions Full time

    Urgent Hiring for Permanent Role at Private Bank Position : Privilege Banker Role : On Role (Permanent) Age : Below 25 Qualification : Any degree Department : Branch Banking Skill : Communication & System Knowledge Benefits : PF,ESI,PP,CL etc... Location : All Over Tamilnadu **Salary**: ₹22,000.00 - ₹35,000.00 per month **Benefits**: - Health...

  • Value Banker Officer

    6 months ago


    Anna Nagar, Madurai, Tamil Nadu, India AIS EDUCATION Full time

    Walk in Interview for Value Banker Officer in Leading Pvt Ltd Bank with Salary Package 2.25 LPA-3.35 LPA for Arts& Engineering Graduate! **Eligibility**: 1. Both Male& Female 2. 25 & Under Age 3.Interview Rounds - Aptitude Rounds - Communication Skills **Upload CV in Updated Mobile Number** **Job Types**: Full-time, Fresher **Salary**: ₹25,000.00 -...

  • Banker On Wheel

    1 month ago


    Chennai, Tamil Nadu, India VENPA GLOBAL TECHNOLOGIES PRIVATE LIMITED Full time

    Experience : 0 to 6 Months (Field Sales) Notice : Immediate Joiners Must have : Two Wheeler & Driving License. Interview Mode : Face to Face in Chennai (16/11/2024) Roles & Responsibilities **Cross-selling & Upselling**: - Identify opportunities to cross-sell and up-sell additional products to existing clients, increasing overall sales revenue and...


  • Adyar, Chennai, Tamil Nadu, India DBS Bank Full time

    Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Credit Executive

    3 months ago


    Kilpauk, Chennai, Tamil Nadu, India Team Advisors Private Limited Full time

    **Position: Credit and Accounts Executive** **Location: Kilpauk, Chennai, Tamil Nadu** **Experience: 5 years and above** **Required Skills**: 1. Understanding of accounts and financial statements. 2. Knowledge of banking products such as working capital, Letters of Credit, Term Loans, etc. 3. Strong analytical, note writing, communication and letter...


  • Chennai, Tamil Nadu, India HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Sales Executive

    1 month ago


    T Nagar, Chennai, Tamil Nadu, India Appaswamy Real Estates Limited Full time

    Coordinate with walkin customers, understand their requirements close the deal for booking. - Handling collection part for each booking and support the customer for banking or self finance process. - Coordinate with banker to get the sanction letter on time to execute the agreement and collect the documents which is signed by customer for releasing the funds...


  • Chennai, Tamil Nadu, India Portal HR Plus Full time

    _**Dear All**_ Greetings !!! - **Urgent Opening for Customer Relationship Executive in leading Real Estate Company in Chennai**_ - Position Name : Customer Relationship Manager - Industry : Real Estate / Construction - Qualification : Any Degree - Experience : 3+ yrs - Salary : Negotiable - Location : Guindy, Chennai **Roles & Responsibilities**: ✔...


  • Perungudi, Chennai, Tamil Nadu, India VENUS HOME APPLIANCES PVT. LTD Full time

    **Job description** **Role & responsibilities** 1. **Export Documentation**: - Export Documentation related works, Letter of credit, export Invoice. Packing List, Bill of Lading, Certificate of Origin etc., 2. **Shipment details** Shipment Details & tracking, co-ordination with freight forwarders / Shipping Agency / Buyers. 3. **Bank related Works** To...

  • Sales Officer

    6 months ago


    Coimbatore, Tamil Nadu, India Talentov Full time

    We are hiring for our Client: They are looking for Two roles: 1. Salary Account 2. Current Account & Salary Account Must have knowledge and Acquisition on Current & Savings Account documents for **CASA Personal Banker**. Minimum 1-4 Years Experience Must have good communication. **Job Types**: Full-time, Permanent **Salary**: ₹20,000.00 -...


  • Adyar, Chennai, Tamil Nadu, India RAJ BUSINESS PVT LTD Full time

    Urgent Requirement For Accounts Executive We are looking for a Trainee Accounts with basic knowledge and flair in accounts. Your responsibilities include support to our financial team by learning & performing daily accounting tasks, preparing financial statements, cash vouchers and reconciling invoices. If you have an Accounting degree and are interested in...


  • Coimbatore, Tamil Nadu, India NMS INFRAA Full time

    Planning and Execution: - Build and maintain relationships with all the bankers and make sure APF for all individual projects are received on time. - Co-ordinating with the internal team to get all legal papers/documents, RERA, DTCP approvals required for all ongoing projects. - Co-ordinating with Advocate for updated legal opinion - Responsible for Legal...


  • Chennai, Tamil Nadu, India Ara resources Full time

    **About The Company**: Mphasis is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology knowhow,domain, and process expertise. The accolades Mphasis has been garnering can be attributed to their undeterred focus in delivering quality solutions across...

  • Audit Officer

    4 months ago


    Chennai, Tamil Nadu, India NJ MACSON Full time

    _**Position**:_ Audit Officer - **Location**:_ Guindy, Chennai - **Company Description**:_ NJ Macson has been in the industry for about a decade, based in Chennai and run by a team of senior bankers and accountants with experience in Corporate Finance, Legal Services, Auditing, Investment Banking, Private Wealth Management etc. We provide advisory services...

  • CRM Real Estate

    3 months ago


    Saligramam, Chennai, Tamil Nadu, India TRAVENTURE HOMES PRIVATE LIMITED Full time

    Attending client meeting after sale of new booking - Collecting booking form, KYC, Cost sheet, Bank details, payment details, payment schedule - Welcome mail for the Clients - Receipts for the Clients - Nil Statements-Statement of Accounts after Registration - Maintaining Clients Files (Proofs, Registration format, KYC, Receipts, Agreements, Nil Statement,...

  • Company Secretary

    6 months ago


    Nungambakkam, Chennai, Tamil Nadu, India GORANTLA GEOSYNTHETICS PVT LTD Full time

    * Ensure compliance with all st utory and regulatory requirements appl able to p - ate and public c - anies. - Devel p and imp - ent corpo ate governance policies - d procedures line with r - latory requirements for public panies. - Manage the end o-end process of converting a private limited company into a public limited company. - Prepare and file...


  • Chennai, Tamil Nadu, India NJ MACSON Full time

    _**Position**:_ Marketing and Sales Executive - **Company Description**:_ NJ Macson has been in the industry for about a decade, based in Chennai and run by a team of senior bankers and accountants with experience in Corporate Finance, Legal Services, Auditing, Investment Banking, Private Wealth Management etc. We provide advisory services and bring...

  • Sales Associate

    2 months ago


    Guindy, Chennai, Tamil Nadu, India NJ MACSON Full time

    _**Position**:_Sales Associate - **Location**:_ Guindy, Chennai - **Company Description**:_ NJ Macson has been in the industry for about a decade, based in Chennai and run by a team of senior bankers and accountants with experience in Corporate Finance, Legal Services, Auditing, Investment Banking, Private Wealth Management etc. We provide advisory services...

  • Telesales Executive

    2 months ago


    Guindy, Chennai, Tamil Nadu, India NJ MACSON Full time

    _**Position**:_Telesales Executive - **Location**:_ Guindy, Chennai - **Gender**:_ Female Preferred - **Company Description**:_ NJ Macson has been in the industry for about a decade, based in Chennai and run by a team of senior bankers and accountants with experience in Corporate Finance, Legal Services, Auditing, Investment Banking, Private Wealth...