Personal Banker

5 days ago

Lucknow Uttar Pradesh, India Green Start Jobs Full time

JD for PERSONAL BANKER IN CASA SALES
Job Title: Personal Banker
Industry: Banking & Financial Services
Job Summary:
We are looking for a dynamic and customer-focused Personal Banker to join our retail banking team
relationships, offering tailored financial solutions, and ensuring high levels of customer satisfaction.
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

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