Personal Banker

1 week ago

Chandigarh, India Abacus Consultants Full time

Education: Any Graduate

Skills: NRI - PB

CTC Range: 5 lkh ~ 6 lkh

**Personal Banker - NRI Business**

**Job Title**: Personal Banker-NRI

**Business Unit (PA)**:NRI Business

**Team **:NRI Sales

**Reports to (job) **:Regional Head / PB Head

**Location of role **:Pan India

**Job Fn**:Sales

**Role Type**:Individual Contributor

**No of direct reportees: Nil**

**Travel Required **:Moderate

**Job Band Range:
**JD Created date: NA**

**JD Updated date **:30-06-2018

**JD approved by (business):
**Version No **:2.0

**Job Purpose**

To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank

**Responsibilities**:
**Actionables**

HNW Portfolio Management
- Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program
- Acquire new customers who meet product criteria and flag them on the system
- Regularly interact with the customer to build relationships and understand the profile.
- Achieving MTD and YTD Revenue Targets
- Enhance the value/book size of the given portfolio
- Achieving Top Line targets for various products like LI, MF etc.
- Liability products - CASA, FX, Quickremit etc
- Operations, Marketing & Processes
- Monitoring Inward Remittances, FCY Chq Realization
- Contact 15 unique customers daily for sales calls
- Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date
- Update any Event Based Triggers (EBTs)
- Update any portfolio client related process like LTR and any other such system as informed from time to time
- Handling Service Request for program clients
- Ensure certification of documentation required for opening and maintaining customer accounts
- Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)
- Increase in market share
- Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Customer
- Product Penetration & contribution towards focused product
- Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
- Enhance client's CTG level and Ensure that the Customer Group profitability is achieved
- Customer Service
- Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features.
- Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT.

**Educational Qualifications**

**Key Skills**(examples listed below)
- Graduation:

- Post-Graduation:
Certifications:

- AMFI Certification
- IRDA Certification
- NCFM Certification (Optional)
- CAIIB (Optional)
- Internal Certification (NR Modules)
- 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 NRI segment (preferred)

**Major Stakeholders**
- Customers
- Branch Banking Team
- Operations
- NR Product Team
- Treasury
- HLIC
- Insurance CAM
- MF Fund houses personnel
- HSL

  • Hiring for Personal Banker Gold Loan(Chandigarh

    2 weeks ago

    Chandigarh, India Forpple Consulting Full time

    **Hiring For Personal Banker Gold Loan( Chandigarh Location)**: - From 3 to 7 year(s) of experience - ₹ 5-9 Lacs P.A. - Chandigarh,Chandigarh- or Apply **Job Title - Gold Loan Personal Banker**: - Experience: 3+ yr. exposure in Gold loan sales & service only. - Need to manage & handling the portfolio of Gold Loan customers - New customer acquisition...

  • Personal Banker

    1 week ago

    Chandigarh, Chandigarh, India Capital Small Finance Bank Ltd Full time

    **Qualifications** - Customer Service, Customer Satisfaction, and Customer Experience skills - Effective Communication skills - Experience in handling Deposits - Strong attention to detail and organizational skills - Ability to work well in a team and independently - Knowledge of banking regulations and procedures - Previous experience in a banking or...

  • Banking / Fresher/ Phone Banking/ Personal Banker Fresher

    2 weeks ago

    Chandigarh, Dehradun, Mohali, India I Way Solutions Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    interviews for Banking Sector for Personal Banker profile,sitting profile in Bank branch.day shift onlycandidates need to attend the bank customers,handling query fix salary+incentivessunday off,2 saturday off+Bank holidaysapply to this job Required Candidate profilecandidates must have good communication skills with basic knowledge of computer. Note:We...

  • Hiring for Personal Banker

    2 weeks ago

    Chandigarh, India Forpple Consulting Full time

    **Hiring For Personal Banker (Chandigarh Location)**: - From 2 to 7 year(s) of experience - ₹ 6-7 Lacs P.A. - Chandigarh,Chandigarh- or Apply **Roles and Responsibilities** - ** Maintain Daily Sales Report**: - ** Ensure quality new acquisition on SA and CA for Resident/Non Resident**: - ** Penetration of Saving Accounts on non liability...

  • Hiring for Pb-teller Authorizer

    2 weeks ago

    Chandigarh, India Forpple Consulting Full time

    **Hiring For PB-Teller Authorizer (Chandigarh Location)**: - From 3 to 8 year(s) of experience - ₹ 5-9 Lacs P.A. - Chandigarh,Chandigarh- or Apply **Job Role : Personal Banker Authorizer - Teller Authorizer** **Responsibilities**: - Supervise & monitor Personal Banker desks and contract sales staff - Branch administration - Lobby Management - Ensure...

  • Sales Manager

    2 weeks ago

    Chandigarh, Chandigarh, India BankersKlub Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    About Us:BankersKlub is India's first and only Fintech aggregator platform built and designed exclusively for former/retired bankers. The platform redeploys India's pool of experienced former bankers, leveraging their diverse and regulatory expertise, credit knowledge, and above all, grassroots understanding of the financial ecosystems. It also serves as a...

  • Retail Banking Teller

    2 weeks ago

    Chandigarh, Chandigarh, India Capital Small Finance Bank Ltd Full time

    we need retail banker for chandigard kurali ladwa Pay: ₹16,345.65 - ₹23,301.96 per month **Benefits**: - Cell phone reimbursement - Health insurance - Provident Fund Schedule: - Day shift - Monday to Friday - Weekend availability **Experience**: - total work: 1 year (preferred) Work Location: In person **Speak with the employer** +91 9875971781

  • Sales officer

    2 weeks ago

    Chandigarh, Chandigarh, India Capital Small Finance Bank Full time ₹ 1,80,000 - ₹ 3,60,000 per year

    Role DescriptionThis is a full-time on-site role for a Retail Banker at Capital Small Finance Bank Limited in Chandigarh. The Retail Banker will be responsible for assisting customers with their banking needs, handling deposits, providing exceptional customer service, and ensuring a positive customer experience on a day-to-day basis.QualificationsCustomer...

  • Personal Banker Profile/back Office Work Freshers

    2 weeks ago

    Chandigarh, Mohali, Panchkula, India I Way Solutions Full time ₹ 2,00,000 - ₹ 5,00,000 per year

    Sitting in Bank Branch handling customer query and complaints.providing online resolution to the Bank customerBest profile for candidates looking career in Banking sector..sitting Profile in the Bank Branch,Fresherfor more info apply to this job Required Candidate profilecandidate must be graduate atleast in any stream,must have good communication skills...

  • Bank Job in Mohali

    4 days ago

    Chandigarh, India LoanNow Full time

    **Salary** **Junior Profile: 14,000-16,000/month + incentives up to 15,000/month** **Senior Profile: 16,000-20,000/month + incentives up to 18,000/month** **Team Leader: 20,000-30,000/month + incentives up to 22,000/month** **Work Location**: Mohali **Benefits**: - Morning/Fixed shift - 18 Leaves/Year - Salary appraisal in 3 months (Performance...