![Mintskill HR Solutions](https://media.trabajo.org/img/noimg.jpg)
Personal Banker
4 weeks ago
Job Information
Industry
- BankingWork Experience
- 2-4 yearsSalary
- upto 5.5 lac per annumCity
- Pune and ROMGState/Province
- MaharashtraCountry
- IndiaZip/Postal Code
- 411001**Job Purpose**
- 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.
**Responsibilities**:
- Maintain Daily Sales Report
- Structured 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-Resident
- Penetration of Saving Accounts on non liability customers
- Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it
- Utilizing the sales resources (BDR/COEX) for optimal sales support
- Penetration of FD to unique customers
- Using Data-mine for cross-selling
- ** Sales of Third Party Products to the customers Like MF/Insurance/RBI Bonds**
- Sales of Asset Products
- Enhancing customer wallet size
- ** Managing Classic Portfolio**:Ensure that the Customer Group profitability is achieved and Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above
- ** Achievement of income plans and other benchmarks within portfolio**
- ** Customer services**:Ensure quality customer service is delivered
- ** Operations**:Ensure that 5-S norms are adhered to for individual workstation
**Requirements**:
**Educational Qualifications**:Graduation/Post-Graduation
**Certifications**:
- NISM V-A Certification
- IRDA Certification
- NCFM Certification (Optional)
- CAIIB (Optional)
- Internal Certification
- GI certification
**Key Skills**:
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- NRI Product and Regulatory Knowledge
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry.
**Experience Required**:
- Minimum experience in years - **2** Years
- Exposure to banking, Banca insurance, Wealth Management are encouraged to apply
**Benefits**:
**opportunity to earn around 10 Lac of Performance Linked Incentive.**
**Benefits like Gratuity, Subsidized loan for Home, Vehicle and Personal are additional benefits apart from Salary**
**About Client**:
- HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and the world's 10th largest bank by market capitalisation as of April 2021
We have other current jobs related to this field that you can find below
-
Personal Banker- Female
1 week ago
Pune, India Monika Dhage Full time**Job Purpose** **Portfolio Management** Personal Banker Is equally responsible for portfolio management by acquisition of new portfolio 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...
-
Personal Banker
1 month ago
Pune, India Response Informatics Full timePosition Title: CEP Personal Banker Business Unit: National Distribution StructureGrade: Officer/Senior OfficersReport To: Branch Manager & to RSMJob Purpose: To build very strong connects with Corporates and source salary accounts Key Accountability: The key accountability of sales officers is source quality salary accounts and cross sell various banking...
-
Personal Banker
2 months ago
Pune, India Quess Corp Limited Full timeIs 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
7 days ago
Pune, India Quess Corp Limited Full timeIs 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
2 weeks ago
Pune, India Barclays Full timeJob Title: Personal Banker Location: Pune About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which...
-
Personal Banker
7 days ago
Pune, India Barclays Full timeJob Title: Personal Banker Location: Pune About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which...
-
Personal Banker
2 weeks ago
Pune, Maharashtra, India Barclays Full timeJob Title : Personal Banker Location: Pune About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...
-
Personal Banker
2 weeks ago
Pune, Maharashtra, India Barclays Full timeJob Title : Personal Banker Location: Pune About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...
-
Personal Banker Gold Loan
2 weeks ago
Pune, India Abacus Consultants Full timeAny Graduate Gold loan CTC Range: 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 Fn **:Sales &...
-
Product Owner, Banker Desktop
2 weeks ago
Pune, India UBS Full timeIndia - Information Technology (IT) - Global Wealth Management **Job Reference #** - 270032BR **City** - Pune **Job Type** - Full Time **Your role** - owns, writes and prioritizes backlog. - owns daily stand-up and jira management for the banker desktop pod. - develop features related to call routing, assisted channels and desktop capabilities to provide...
-
Banker Desktop
1 week ago
Pune, India UBS Full timeIndia - Information Technology (IT) - Global Wealth Management **Job Reference #** - 270123BR **City** - Pune **Job Type** - Full Time **Your role** - owns, writes and prioritizes backlog. - owns daily stand-up and jira management for the banker desktop pod. - develop features related to call routing, assisted channels and desktop capabilities to provide...
-
Product Owner, Banker Desktop
1 hour ago
Pune, Maharashtra, India UBS Full timeIndia Information Technology (IT) Global Wealth ManagementJob Reference #BRCity PuneJob Type Full TimeYour role- owns, writes and prioritizes backlog.- owns daily stand-up and jira management for the banker desktop pod.- develop features related to call routing, assisted channels and desktop capabilities to provide sales and service support for clients and...
-
Personal Banker
2 months ago
Pune, India DBS Bank Full timeKey Accountability: The key accountability of the Sales Officer 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 accounts (Current and Savings) from branch catchment area - Quality sourcing...
-
Personal Banker
2 months ago
Pune, India DBS Bank Full timeKey Accountability: The key accountability of the Sales Officer 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 accounts (Current and Savings) from branch catchment area - Quality sourcing...
-
Personal Banker
2 months ago
Pune, India DBS Bank Full timeKey Accountability: The key accountability of the Sales Officer 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 accounts (Current and Savings) from branch catchment area - Quality sourcing...
-
Personal Banker
2 months ago
Pune, India DBS Bank Full timeKey Accountability: The key accountability of the Sales Officer 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 accounts (Current and Savings) from branch catchment area - Quality sourcing...
-
Personal Banker
2 months ago
Pune, India DBS Bank Full timeKey Accountability: The key accountability of the Sales Officer 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 accounts (Current and Savings) from branch catchment area - Quality sourcing...
-
Personal Banker
2 months ago
Pune, India DBS Bank Full timeKey Accountability: The key accountability of the Sales Officer 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 accounts (Current and Savings) from branch catchment area - Quality sourcing...
-
Personal Banker
2 months ago
Pune, India V-KONNECT ASSOCIATES Full time**Account Opening & Maintenance**: - Cash Handling, NEFT, RTGS - Run the processes for account opening, account maintenance & account closure related formalities as per Banking process. - Handle customers’ enquiries and instructions. - Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) - Ensure...
-
Personal Banker
1 month ago
Pune, India BtrOpsn Software Pvt. Ltd. Full timeQualifications and Skills: - Bachelor's degree in Finance, Business Administration, or a related field. - 3 to 5 years of proven experience in banking, with a focus on CASA products and services. - Strong understanding of banking operations, financial products, and regulatory guidelines. - Excellent interpersonal and communication skills to build rapport...