Pb-casa-vizianagaram

4 days ago

Vizianagaram Andhra Pradesh, India Green Start Jobs Full time

**JD for PERSONAL BANKER IN CASA SALES**

**Job Title**: Personal Banker
**Location**:
**Department**: Retail Banking
**Industry**: Banking & Financial Services

**Job Summary**:
**Key Responsibilities**:

- Acquire new customers for **Current and Savings Accounts (CASA)** through field sales, referrals, and branch walk-ins.
- Generate leads from the open market and follow up for conversions.
- Cross-sell and upsell banking products such as savings accounts, credit cards, loans, insurance, and investment products.
- Handle customer queries, complaints, and requests efficiently and professionally.
- Achieve individual and branch targets for product sales and customer acquisition.
- Perform regular follow-ups with clients for service and business development.
- Maintain updated knowledge of all bank products, services, policies, and procedures.
- Ensure compliance with KYC, AML, and other regulatory requirements.

**Eligibility Criteria**:
**Experience**:1-3 years of experience in banking, financial services, or sales.

**Skills Required**:

- Strong interpersonal and communication skills
- Sales-oriented mindset with target-driven approach
- Good knowledge of banking products and local market
- Fluency in Tamil and English.

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