Personal Banker Service

6 hours 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 Authorizer/teller Authorizer

    6 hours 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

    7 days ago

    Surat, Gujarat, India Quess corp ltd Full time

    **Job Name - PA (Business Unit) : Personal Banker - Retail Branch Banking** **Job Title **:Personal Banker **Business Unit (PA) **:RBB **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 /...

  • Personal Banker

    1 week ago

    Surat, 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

    6 hours 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

    6 hours 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

    1 week 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...

  • Pb Authoriser

    2 weeks ago

    Rajkot, Gujarat, India Abacus Consultants Full time

    **3 - 7 years**: **Any Graduate**: **Operations**: **8 ~ 10 LPA**: **Job Description**: - Branch Merchandising - Supervise & Monitor Personal Banker desks and contract sales staff - Authorize all Personal Banker transactions - Branch administration and Lobby Management - Resolution of customer queries/complaints and customer service to ensure walk in...

  • Personal Assistant

    7 days ago

    Ahmedabad, Gujarat, India R.K Trailor Service Full time

    Team lead & observing to utilize his/her ability. - To organize daily Schedules, appointments & Meetings. - Preparing financial statements, reports, memos, invoices letters, and other documents. - Answering phones and routing calls to the correct person or taking messages. - Handling basic bookkeeping tasks. - Filing and retrieving corporate records,...

  • Grocery Delivery Person

    1 week ago

    Ahmedabad, Gujarat, India Namaste Free Placement Service Full time

    **About us**: Namaste Free Placement Service offers jobs for the Blue Collar sector. We will not only help you get the job you qualify for but also will be available as you support channel for any help you need during your job. **Roles & Responsibilities**: - Deliver Grocery - Do not cancel any order - Deliver on time - Be Respectful - Do not tamper with...

  • Personal Assistant to Managing Director

    5 days ago

    Changodar, Ahmedabad, Gujarat, India Techno Aspire Service Full time ₹ 4,20,000 - ₹ 5,00,000 per year

    To support the CEO in personal tasks, daily life management, household coordination, travel, and general personal administration so the CEO can focus on business and strategic activities.Key Responsibilities1. Personal AdministrationManage CEO's personal calendar, reminders, and appointments.Handle personal documentation, IDs, bills, insurance, medical...