Personal Banker

2 days ago

Chennai Karaikkudi Tirunelveli, India AV Global Advisory Services Full time ₹ 4,00,000 - ₹ 8,00,000 per year

The Personal Banker is a crucial, client-facing role responsible for managing and growing a portfolio of clients while ensuring operational excellence within the branch. The primary focus is a blend of relationship management, business development (sales), and customer service.

Key Roles and Responsibilities:

  • Client Relationship Management:
  • Manage and maintain strong, long-term relationships with existing clients to ensure high levels of satisfaction.
  • Serve as a trusted advisor, understanding clients' financial needs and helping them plan for various financial goals (e.g., savings, loans, investments).

  • Provide expert advice on various banking products and services.

  • Business Development & Sales:

  • Acquire new quality accounts, focusing on CASA (Current Account Savings Account) acquisition, and manage the growing client portfolio.
  • Identify new business opportunities and develop effective sales plans to meet or exceed targets.

  • Increase "wallet share" by cross-selling other financial products and services, such as loans, credit cards, investments, and insurance.

  • Operational Excellence & Compliance:

  • Ensure seamless delivery of banking solutions by collaborating effectively with internal teams.
  • Process transactions accurately, including deposits, withdrawals, and loan payments.
  • Complete all necessary documentation for account opening and KYC (Know Your Customer) procedures.

  • Identify and mitigate potential risks associated with banking operations and ensure compliance with all regulatory requirements.

  • Customer Service:

  • Provide prompt and professional resolution to customer inquiries and issues, whether in person, online, or over the telephone.
  • Conduct regular account reviews and suggest improvements or new solutions tailored to the client's evolving needs.

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