Senior Customer Service Representative

7 days ago

Hyderabad Secunderabad Telangana, India beBeePersonal Full time ₹ 6,00,000 - ₹ 12,00,000
Job Title: Personal Banker

A high-performing Personal Banker is required to provide excellent service to our valued customers and contribute to the overall success of our business.

  • Key Responsibilities:
    • Participate in both branch sales and operational activities to drive growth and achieve sales targets.
    • Source new accounts, generate leads through catchment working, referrals, and internal databases to meet monthly revenue targets.
    • Promote core banking products such as Current & Savings Accounts, Credit Cards, Loans, Mutual Funds, FDs, and Insurance to enhance customer wallet share.
  • Customer Engagement:
    • Provide exceptional service to Classic Customers by addressing queries, grievances, and requests effectively.
    • Conduct regular client interactions with a minimum of 6 joint visits per month and ensure meaningful engagement every 2 months.
  • Portfolio Growth & Revenue Generation:
    • Enhance the value of the mapped customer portfolio through cross-selling and deepening relationships.
    • Ensure monthly revenue targets are met through banking and investment product activations.
  • Compliance & Documentation:
    • Ensure all new customer acquisitions comply with KYC and AML guidelines in letter and spirit.
    • Maintain clean documentation and adherence to regulatory and bank norms.
  • Team Collaboration:
    • Work closely with branch colleagues and cross-functional teams to meet collective branch targets.
    • Support in branch marketing initiatives and promotional campaigns to increase local visibility and customer footfall.

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