Personal Banker

5 days ago

Bengaluru, India Quess Corp Limited Full time

Maintain Daily Sales Report - CH 106 and CH 104 Calling o 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 o Walk Ins o Portfolio o Referrals - Friends - Associates - Family members o Attrition control - Includes persuading the customer to continue and if required renew FD’s - Deepen by cross selling ‘sticky products’ like Demat, Bill Pay, Advisory.
- nsure quality of relationship while flagging. Should be capable of maintaining eligibility - Regular customer contact to establish needs of the customer and opportunities to cross-sell - Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite - Ensure that the marketing analytics list on possible attrite, is called and retained - 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 various Credit Cards o Activation o Pitch for enhancement of limits o Promote active usage of credit cards - Ensure that the customer avails of add-on card for his family members - Sales of Third Party Products to the customers o MF/Insurance/RBI Bonds o Ensure that requisite certifications are done (NISM V-A) - Sales of Asset Products - Disseminating product information - Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required A

**Salary**: ₹200,000.00 - ₹550,000.00 per year

Schedule:

- Morning shift

Ability to commute/relocate:

- Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 3 years (preferred)

  • Personal Banker

    2 weeks ago

    Bengaluru, India Almighty HRD Consultants Full time

    Hi, We are hiring for Personal Banker for HDFC Bank for Bangalore location. **Personal Banker** - 3+ yrs. exp Salary is depending on experience, Current CTC, etc. Only B2C direct sales from Banking, Insurance, Hospitality [Hotel & Travel], Financial Sector, BPO Direct Sales, Real Estate and Edutech. **Salary**: ₹300,000.00 - ₹550,000.00 per...

  • Personal Banker

    5 days ago

    Bengaluru, India BygC Solutions Pvt. Ltd Full time

    **BygC Solutions hiring for Multiple Banks like DBS Bank, Axis Bank....** **Join top private Banks Multiple Roles (BD Executive / Sales Officer / Assistant Manager - Sales) With free Training by BygC Solutions.** CTC: 2.3 LPA to 4.60 LPA - **Location - Bangalore - Walk-in interview** **JOB DESCRIPTION** Position Title: CEP Personal Banker Business Unit:...

  • Personal Banker

    3 days ago

    Bengaluru, Chennai, Hyderabad, India ti Steps Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Summary:We are looking for a customer-focused and goal-oriented Personal Banker to join our branch team. In this role, you will be the first point of contact for clients, providing financial guidance, handling daily banking needs, and offering tailored solutions to help customers manage their money and achieve their financial goals.Key...

  • Personal Banker Sales

    1 week ago

    Bengaluru, India looper development Services privet limited Full time

    Job Title: - PB-Service 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 / Extensive Job Band Range : E1 - E3 Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic...

  • Private Banker

    5 days ago

    Bengaluru, Karnataka, India 360 ONE Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt 360 ONE Wealth, we understand that the path to creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending...

  • Personal Banker

    2 weeks ago

    Bengaluru, Karnataka, India Workvibe Solutions Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Acquire high value new to bank customers through industry best pricing offered This role is also responsible for Deepening the size of the relationship Manage with existing set of clients by cross-selling products and services as per the profile & need of the customersTo ensure high quality delivery of all banking services and products to our clients in a...

  • Private Banker

    2 weeks ago

    Bengaluru, Karnataka, India Barclays Full time

    **Job Title**: Private Banker **Corporate Grade**: D **Reports to (Line Manager’s Job Title)**: Sunit Jain **Direct Reports (if applicable)**: NA **Business Area**: Consumer, Cards & Payments **Department/Function Level 1**: Private Bank **Department/Function Level 2**: Private Bank Asia **Primary Location**: Bangalore **IAR Role** No **CBI...

  • Personal Banker

    2 weeks ago

    Bengaluru, India looper development Services privet limited Full time

    Job Description: Assistant Manager - Relationship Manager, Super Premium 1. This is a frontline sales position and is responsible for achieving monthly & annual sales targets of a Super Premium card directly to NHIs, CXOs and other such good profile customers & opinion makers in the society. 2. Generate leads of new prospective customers through...

  • Mutual Fund Operations

    1 week ago

    Sadashivanagar, Bengaluru, Karnataka, India Your Personal CFO Full time ₹ 3,25,000 - ₹ 4,25,000 per year

    JOB ROLES & RESPONSIBILITIESOPERATIONS:Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc.Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, ProspectsE-mail Communication: at each process: on-boarding, Cash Account Updates, ExecutionREPORTING:Track & Maintain: Monthly Revenues,...

  • Assistant Officer, Personal Banker, Corporate

    5 days ago

    Bengaluru, Karnataka, India DBS Bank Full time

    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...