Personal Banker

2 weeks ago


Ahmadabad Gujarat, India Quess Corp Limited Full time

Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.

So that

We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

Job Role: Sales-Maintain Daily Sales Report
- CH 106 and CH 104 CallingStructured bundled offering of Products and Services to the customer within the defined time line
- Ensure quality new acquisition on SA and CA for Resident/Non ResidentWalk Ins

Portfolio
Referrals
- Enhancing customer wallet sizeEnsuring that customers make us their primary bank

Managing Classic Protfolio:

- Manage the benchmark no. of customers in the portfolio
- Extend Classic benefits to customers basis identification in eligibility lists/ LTR
- Ensure that individual customers are grouped and **C*ustomer **T**o **G*roup (CTG) Ratio is maintained on the portfolio
- Ensure that income plans for the month and year are duly met across products
- Achieving of portfolio level benchmarks of and IPH
- Income product to be sold to each group of the portfolio in the year

Customer Service

**Job Types**: Full-time, Regular / Permanent

Pay: ₹300,000.00 - ₹550,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Experience**:

- Banking: 3 years (required)
- casa: 2 years (required)

Work Location: One location
- Health insurance


  • Personal Banker

    1 month ago


    Surat, Gujarat, India Quess IT staffing Full time

    **Job Name - PA (Business Unit) : Personal Banker - Retail Branch Banking** **Job Title **:Personal Banker **Business Unit (PA) **:RBB **Team**:)Retail Branch Banking **Reports to (job)**: Branch Head **Location of role **:Pan India **Job Fn **:Sales **Role Type**:Individual Contributor **No of direct reportees**:Nil **Travel Required**: Moderate /...

  • Personal Banker

    1 month ago


    Surat, Gujarat, India Quess corp ltd Full time

    **Job Name - PA (Business Unit) : Personal Banker - Retail Branch Banking** **Job Title **:Personal Banker **Business Unit (PA) **:RBB **Team**:)Retail Branch Banking **Reports to (job)**: Branch Head **Location of role **:Pan India **Job Fn **:Sales **Role Type**:Individual Contributor **No of direct reportees**:Nil **Travel Required**: Moderate /...

  • Personal Banker

    1 week ago


    Surat, Gujarat, India Quess Corp Limited Full time

    Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the...

  • Personal Banker

    4 weeks ago


    Kachchh, Gujarat, India Quess Corp Limited Full time

    Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the...

  • Universal Banker

    1 month ago


    Ahmedabad, Gujarat, 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...


  • Ahmedabad, Gujarat, India Property Panda Full time

    **Bookkeeping & Treasury Activities** - Bookkeeping - Accounts Receivables - Customer master maintenance, invoicing - Accounts Payables - Bankers relationship management - Implementing best financial practices and controls - Supporting auditors for closing yearly audit and finalization of Books of Accounts **Compliance Activities** - Monthly GST payments &...


  • Ahmedabad, Gujarat, India Property Panda Full time

    **Bookkeeping & Treasury Activities** - Bookkeeping - Accounts Receivables - Customer master maintenance, invoicing - Accounts Payables - Bankers relationship management - Implementing best financial practices and controls - Supporting auditors for closing yearly audit and finalization of Books of Accounts **Compliance Activities** - Monthly GST payments &...


  • Ashram Road P.O, Ahmedabad, Gujarat, India Apoorvaa Foundation Full time

    **Job Duties** - Actively seek out new opportunities for business. - Build and maintain positive working relationships with Bankers/CA/CS/Professionals). - Research and Identify new business opportunities - including new markets, growth areas, trends, customers etc. - Develop the business marketing strategy. - Contributes to team efforts by accomplishing...

  • Cop-supervisor

    4 weeks ago


    Ahmedabad, Gujarat, India Abacus Consultants Full time

    **5 - 8 years**: **Any Graduate**: **Team Handling - Sales**: **8 ~ 9 LPA**: **Job Purpose** - **Responsible for managing a team size of 13 - 15 Personal Bankers managing virtual Classic portfolios.** - **Drive the team for meeting the portfolio objectives for income/revenue generation, cross sell, digital product penetration, sales processes, call quality...

  • Ca Articleship

    22 hours ago


    Ahmedabad, Gujarat, India Corporate Professionals Full time

    Designation: CA Airtcleship - (Analyst) Education: - CA IPCC or CFA both groups have been cleared. - CA- Airtcle who is looking for min. 2yrs Airtcleship Position - 3 Experience : Fresher Location : New Delhi **Responsibilities**: - Assisting in development, implementation & communication of valuations and INDAS compliance. - Assisting in drafting of...

  • Account Executive

    6 days ago


    Ahmedabad, Gujarat, India Whiteice Network Full time

    **Account Executive - WNMLAE13042024** - Continuous management of financial systems and budgets. - Finalisation books of Accounts for all types of business entities ( LLP, Partnership, Pvt. Ltd - Companies) and coordination with Auditor - Statutory liability calculations for Advance income tax, GST, TDS - Return filing for RERA, TDS, GST and Income Tax -...

  • Account Executive

    5 days ago


    Ahmedabad, Gujarat, India Whiteice Network Full time

    **Account Executive - WNHAE13052024** - Continuous management of financial systems and budgets. - Finalisation books of Accounts for all types of business entities ( LLP, Partnership, Pvt. Ltd - Companies) and coordination with Auditor - Statutory liability calculations for Advance income tax, GST, TDS - Return filing for RERA, TDS, GST and Income Tax -...


  • gujarat, India Amicorp BPO Full time

    This role requires proven sales or business development experience in the areas of tax, capital markets, real estate investment services, securitization, financial legal and administrative services to corporate clients, investment funds, family offices and private clients. The role is primarily accountable for increasing the overall sales of Amicorp services...


  • Gujarat International Finance Tec-City, India Amicorp BPO Full time

    This role requires proven sales or business development experience in the areas of tax, capital markets, real estate investment services, securitization, financial legal and administrative services to corporate clients, investment funds, family offices and private clients. The role is primarily accountable for increasing the overall sales of Amicorp services...