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Hiring for Personal Banker

4 weeks ago

Chandigarh, India Forpple Consulting Full time

**Hiring For Personal Banker (Chandigarh Location)**:

- From 2 to 7 year(s) of experience
- ₹ 6-7 Lacs P.A.
- Chandigarh,Chandigarh-
or

Apply

**Roles and Responsibilities**
- ** Maintain Daily Sales Report**:

- ** Ensure quality new acquisition on SA and CA for Resident/Non Resident**:

- ** Penetration of Saving Accounts on non liability customers**:

- ** Utilizing the sales resources (BDR/COEX) for optimal sales support**:

- ** Penetration of FD to unique customers**:

- ** Using Data-mine for cross-selling**:

- ** Sales of various Credit Cards**:

- ** Sales of Third Party Products and Asset Products to the customers**:

- ** Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell.**:

- ** Calling of customers who have not transacted and know the reasons.**:

- ** Escalate to BM / Product on any change in market situation / threat from competition due to which customers have stopped operations.**:

- ** Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit**:

- ** Calling on Large Value Attrition**:

- ** Enhancing customer wallet size**:

- ** Attrition control of customer**

**Managing Classic Portfolio**
- ** Manage the benchmark no. of customers in the portfolio**:

- ** Extend Classic benefits to customers basis identification in eligibility lists/ LTR**:

- ** By grouping them with their family members who already hold accounts with us**:

- ** By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us**:

- ** Ensure that within each customer group a minimum number of stipulated Income Generating products are sold**:

- ** Ensure that the Customer Group profitability is achieved**:

- ** Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above**:

- ** Enhance Values within each of the customer groups**:

- ** Ensure that all classic customers within the portfolio are contacted**:

- ** Detailed update of interaction to be captured in CRM, Tasks/ leads to be created, profiler to be updated on same day of interaction.**

**Customer services**
- ** Ensure quality customer service is delivered**:

- ** Recording complaints as per the specified process**:

- ** Resolving all complaints received (self, branch, other units) within the stipulated TATs**:

- ** Ensure appropriate customer communication on closures & copy of that to be filed.**:

- ** Preventive complaint management**:

- ** Asking for feedback from customers, who may not be complaining**:

- ** Promoting all direct banking channels and ensuring that the customer is utilizing the same**:

- ** Check back on recent customers registered to DBC channel and give any specific help required**:

- ** Responsibility of opening the customer account within the TAT.**

**Operations**
- ** Ensure certification of documentation required for opening and maintaining customer accounts**:

- ** Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)**:

- ** Maintaining Tatkal kits as per laid down process**:

- ** Submission of daily e-schedule indicating the third party sales done.**
- Role:_Retail & B2C Sales - Other
- Salary:_ 6-7 Lacs P.A.
- Industry:_Banking
- Department:_Sales & Business Development
- Role Category:_Retail & B2C Sales
- Employment Type:_Full Time, Permanent
- Key Skills- Retail Liabilities- CasaPersonal BankingAcquisitionBranch Banking- Skills highlighted with ‘‘ are preferred keyskillsEducation
- UG:_Any Graduate
- PG:_Any Postgraduate

**Company Profile**:
Forpple Consulting
- Company Info- X- View Contact Details+- Contact Company:_Forpple Consulting

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