Personal Banker Service

1 week ago

Ahmadabad Gujarat, India Mintskill HR Solutions Full time

Job Information

Industry
- BankingWork Experience
- 2-4 yearsSalary
- upto 5.5 lac per annumCity
- AhmedabadState/Province
- GujaratCountry
- IndiaZip/Postal Code
- 380001**PERSONAL BANKER - SERVICE**

**Acquisition and Value BuildUp**:
***
- Achievement of new acquisition value and number plan for retail current accounts for the branch (responsibility on new acquisition plans/product mix etc will be basis the acquisition model).- Ensure overall value enhancement from the portfolio of customers handled.

**Portfolio Management**:

- Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance.- Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries.- Proactively monitoring balances and controlling attrition.

**Product and Market Penetration**:

- Focusing on Profile-based selling approach, for cross - sell of value added products/services.- acquisition of new to bank liability customer through referral of portfolio customers

**Market Penetration**:

- Support catchment profiling for the branch for CA potential with the help of branch / sales team.- Regular conduct activities in catchment area for lead generation for current accounts, have joint activities with other Asset departments for lead generation.- Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch.- Increase SB, FD, RD, digital etc penetration to current accounts.

**Customer Engagement**:

- Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process

**Product Customization**:

- Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization)- Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired.- Customise current accounts to suit the requirement of the client and offer proper payment.

**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**:
**D2 Grade and 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

  • Personal Banker

    2 days ago

    Ahmadabad, Gujarat, India Quess corp ltd Full time

    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...

  • Personal Banker

    1 day ago

    Ahmadabad, Gujarat, India Quess Corp Limited Full time

    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...

  • Personal Banker Authorizer/teller Authorizer

    1 week ago

    Ahmadabad, Gujarat, India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 2-4 yearsSalary - upto 8 lac per annumCity - Ahmedabad, Surat, BhavnagarState/Province - GujaratCountry - IndiaZip/Postal Code - 380054**BUSINESS UNIT** : Retail Branch Banking**REPORTING LINE** : Branch Manager**PURPOSE OF THE JOB**: - Supervising and monitoring branch transactions and sales in order to...

  • Personal Banker

    2 weeks ago

    Kachchh, Gujarat, India Quess Corp Limited Full time

    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...

  • Personal Banker

    1 week ago

    Ahmadabad, Gujarat, India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 2-4 yearsSalary - upto 5.5 lac per annumCity - Ahmedabad, BhavnagarState/Province - GujaratCountry - IndiaZip/Postal Code - 380001- **Need to manage & handling the portfolio of Gold Loan customers** - ** New customer acquisition for Gold loan** - Responsible for monthly business volumes and month end...

  • Personal Banker Sales

    1 week ago

    Ahmadabad, Gujarat, India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 2-4 yearsSalary - upto 5.5 lac per annumCity - Ahmedabad, BhavnagarState/Province - GujaratCountry - IndiaZip/Postal Code - 380001**Job Purpose** - Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of- the relationship by cross-selling products and...

  • Ex Banker for Nbfc

    7 days ago

    Sachin, Surat, Gujarat, India Reaghan Finance Pvt Ltd Full time

    1. Director cum CEO for end to end management of NBFC involved in Business Loans and Bill Discounting 2. Co-ordination with RBI for various compliances related to NBFC. 3. Credit policy management and implementation. 4. Management of loan processing, sanctioning, disbursement and recovery. 5. Compliance and Legal Management. 6. Financial Planning and...

  • Treasury Banker

    2 weeks ago

    Vesu, Surat, Gujarat, India Kalamandir Jewellers Full time

    **Job Summary**: The Treasury Banker will manage the company’s day-to-day treasury operations, focusing on optimizing liquidity, managing banking relationships, ensuring efficient cash flow management, and supporting financial decision-making. The role requires a highly analytical individual with strong financial acumen and attention to detail. **Key...

  • Universal Banker

    6 days ago

    Vadodara, Gujarat, India Standard Chartered Full time

    **RESPONSIBILITIES** **Strategy** - Universal Banker - Cash deposits - Cash withdrawals - Demand draft/pay order instructions - accepting and processing - Accepting instructions for FD breaks - Effecting internal account to account transfers - Accepting and processing stop payment instructions **Business** - Sales Referrals: where relevant, identify...

  • Accounts and Treasury

    1 week ago

    Ahmedabad, Gujarat, India Binary Lifestyle Pvt Ltd Full time

    Cash flow Management, debt servicing, distributions to shareholders - Monthly Quarterly MIS - Preparing Audit Schedules, Security Notes and Handling Auditor, reconciliation etc. - Interface with all internal departments (O&M, secretarial, legal, F&A) and external stakeholders (lenders, Bankers, Advisors, Lender’s Legal Council, Statutory Auditors). -...