Personal Banking Specialist

4 days ago

Madurai, Tamil Nadu, India beBeeOpportunity Full time ₹ 8,00,000 - ₹ 15,00,000

**Job Description:**

We are seeking a highly motivated and skilled professional to join our team as an Assistant Officer. As the leading bank in Asia, we are in a unique position to help our customers realise their dreams and ambitions. Our consumer banking business has a full spectrum of products and services including deposits, investments, insurance, mortgages, credit cards and personal loans.

The successful candidate will be responsible for acquiring new accounts, current and savings, from branch catchment area. This includes quality sourcing of salary accounts from corporates, activating accounts opened, UPI linkage, M0 balance, savings balance and increasing wallet share of our banking products. The candidate will also manage the portfolio, participate in corporate induction and migration events around the catchment area and build strong relationships with internal teams to leverage existing relationships from SMEs.

Main Responsibilities:

  • Acquire new accounts, current and savings, from branch catchment area
  • Quality source of salary accounts from corporates
  • Activate accounts opened
  • UPI linkage
  • M0 balance
  • Savings balance and increase wallet share of our banking products
  • Manage the portfolio
  • Participate in corporate induction and migration events around the catchment area
  • Build strong relationships with internal teams to leverage existing relationships from SMEs

Requirements:

  • 1-2 years of relevant experience
  • Graduation or Post Graduation
  • Sales and Networking Skills
  • Good Communication and Listening Skills
  • Goal and Target oriented
  • IRDA and AMFI certification is preferred
  • Excellent verbal and written communication skills
  • Banking Knowledge
  • Computer Skills
  • Digital Knowledge
  • Good Network in the Market

Benefits:

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

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