Personal Banker

2 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 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**:

- sales: 3 years (required)
- Banking: 1 year (required)

Work Location: One location
- Health insurance


  • Personal Banker

    3 months 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

    3 weeks ago


    Vadodara, 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

    3 weeks 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

    3 weeks 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...


  • Ahmadabad, Gujarat, India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 2-4 yearsSalary - upto 8 lac per annumCity - Ahmedabad, Surat, BhavnagarState/Province - GujaratCountry - IndiaZip/Postal Code - 380054**BUSINESS UNIT** : Retail Branch Banking**REPORTING LINE** : Branch Manager**PURPOSE OF THE JOB**: - Supervising and monitoring branch transactions and sales in order to...


  • Vadodara, Gujarat, India Abacus Consultants Full time

    **3 - 8 years**: **Any Graduate**: **gold loan**: **5 lkh ~ 6 lkh**: **Job Name - PA (Business Unit) : RBB - Personal Banker Gold Loan** **Job Title : RBB-Personal Banker Gold Loan (PBGL)** **Business Unit (PA) **:RBB **Team **:Retail Branch Banking **Reports to (job)**: PBA / BOM / Branch Manager (As applicable) **Location of role **:Pan India **Job...

  • Tele Caller Executive

    4 weeks ago


    Bodakdev, Ahmedabad, Gujarat, India Banker Skin & Smile Clinic Full time

    Telecaller + Receptionist. Need a young enthusiastic female telecaller + receptionist for Banker Skin & Smile Clinic at Sindhubhavan road. Involved in connecting to call leads, maintaining excel and timely followup and manage reception calls. Pay: ₹13,000.00 - ₹18,000.00 per month **Education**: - Higher Secondary(12th Pass)...


  • Bodakdev, Ahmedabad, Gujarat, India Banker Skin & Smile Clinic Full time

    Telecaller + Receptionist. Need a young enthusiastic female telecaller + receptionist for Banker Skin & Smile Clinic at Sindhubhavan road. Involved in connecting to call leads, maintaining excel and timely followup and manage reception calls. Pay: ₹13,000.00 - ₹18,000.00 per month **Education**: - Higher Secondary(12th Pass)...


  • Ahmedabad, Gujarat, India FUMENIX PEST SOLUTIONS PRIVATE LIMITED Full time

    REQUIRED URGENTLY CA INTER/RETIRED BANKER/CA ARTICLE/PAID STAFF FOR BANK CONCURRENT AUDIT BANK CONCURRRENT AUDIT EXPERIENCE IS MUST LOCATION-AHMEDABAD AND GANDHINAGAR CONTACT- 9875224080 Pay: ₹15,000.00 - ₹30,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Work Location: In person Application Deadline:...


  • Ahmadabad, Gujarat, India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 2-4 yearsSalary - upto 5.5 lac per annumCity - AhmedabadState/Province - GujaratCountry - IndiaZip/Postal Code - 380001**PERSONAL BANKER - SERVICE** **Acquisition and Value BuildUp**: *** - Achievement of new acquisition value and number plan for retail current accounts for the branch (responsibility on...

  • Personal Banker

    2 weeks ago


    Ahmadabad, Gujarat, India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 2-4 yearsSalary - upto 5.5 lac per annumCity - Ahmedabad, BhavnagarState/Province - GujaratCountry - IndiaZip/Postal Code - 380001- **Need to manage & handling the portfolio of Gold Loan customers** - ** New customer acquisition for Gold loan** - Responsible for monthly business volumes and month end...

  • Pb Authoriser

    4 weeks ago


    Rajkot, Gujarat, India Abacus Consultants Full time

    **3 - 7 years**: **Any Graduate**: **Operations**: **8 ~ 10 LPA**: **Job Description**: - Branch Merchandising - Supervise & Monitor Personal Banker desks and contract sales staff - Authorize all Personal Banker transactions - Branch administration and Lobby Management - Resolution of customer queries/complaints and customer service to ensure walk in...


  • Vadodara, Gujarat, India Abacus Consultants Full time

    **4 - 8 years**: **Any Graduate**: **Operations**: **5 ~ 9 LPA**: **Job Name - Personal Banker -Teller Authorizer(PBTA) - Retail Home Loans** **Job Title : Retail Assets -Home Loans** **Business Unit (PA) : Retail Assets Home Loans** **Team : (Sub team in the PA) Home Loans** **Reports to (job) : Service Centre Head** **Location of role : Pan...

  • Personal Banker Sales

    2 weeks ago


    Ahmadabad, Gujarat, India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 2-4 yearsSalary - upto 5.5 lac per annumCity - Ahmedabad, BhavnagarState/Province - GujaratCountry - IndiaZip/Postal Code - 380001**Job Purpose** - Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of- the relationship by cross-selling products and...

  • Company Secretary

    2 weeks ago


    Bhatar, Surat, Gujarat, India KP Green Energy Full time

    Independent Handling Main Board IPO worth of Rs. 1600 Millions (BSE and NSE). Pre IPO due diligence and preparing all documents and all other works relating to IPO. Preparing and Filling of DRHP, RHP and prospectus with BSE, NSE, SEBI as well as ROC, and getting approval. Preparation of Documents and Dealing with In-principal approval of listing with BSE...

  • Universal Banker

    3 months 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...


  • Majura Gate, Surat, Gujarat, India Talent First HR Services Full time

    Profile: Banking Documentation Executive Location: Majura Gate, Surat **Salary**: upto 32k Experience: min 3 to 4 yrs experience required The company is into Textile Manufacturing Industry!! Should be able to prepare project reports/CMA for bank & can liase with bankers on day to day matters. Can revert to bank queries & Complete disbursement...


  • 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 &...


  • Ahmedabad, Gujarat, India Zeeta Electrical Engineering Pvt Ltd Full time

    **1. Age: Between 25 to 35 years** **2. Education B. Com** 3. **Experience**:2-3 years of experience in Accounts, Finance, Exports, GST, and Exim Procedures: **4. Knowledge and Skills**: (a) Maintenance of Books of Accounts (b) Preparing Trial Balance Sheet (c) Reconciliation of Debtors’ Accounts and Over dues (d) Knowledge of Export, Inco-Terms and...