Personal Banker

2 days ago

Bengaluru Chennai Hyderabad, India ti Steps Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Job Summary:

We are looking for a customer-focused and goal-oriented Personal Banker to join our branch team. In this role, you will be the first point of contact for clients, providing financial guidance, handling daily banking needs, and offering tailored solutions to help customers manage their money and achieve their financial goals.

Key Responsibilities:

Customer Service & Relationship Management

  • Greet and assist customers in a professional, friendly, and efficient manner.
  • Develop and maintain strong relationships with individual clients by understanding their needs and offering suitable financial products.
  • Address customer inquiries, complaints, or issues promptly and effectively.

Sales & Cross-Selling

  • Identify customer needs and recommend appropriate banking products such as savings accounts, fixed deposits, credit cards, personal loans, home loans, and investment plans.
  • Actively participate in sales campaigns and meet or exceed assigned sales and revenue targets.
  • Promote digital banking services and encourage clients to use online platforms and mobile apps.

Banking Operations

  • Assist customers with opening and closing accounts, processing deposits and withdrawals, and updating account information.
  • Perform routine banking transactions while ensuring accuracy and compliance with bank policies.
  • Support branch operations, including end-of-day cash reconciliation, KYC documentation, and transaction reporting.

Compliance & Documentation

  • Ensure all activities comply with internal banking policies, KYC/AML regulations, and financial guidelines.
  • Maintain accurate and up-to-date records of all client interactions and transactions.

Collaboration & Support

  • Work closely with the branch team to deliver seamless service and achieve overall branch performance goals.
  • Refer high-value clients or specialized service needs to relationship managers or financial advisors as required.

Key Skills:

  • Strong interpersonal and communication skills
  • Customer-oriented with a professional and friendly demeanor
  • Sales-driven and target-focused
  • Attention to detail and strong numerical ability
  • Problem-solving and decision-making capabilities
  • Proficiency in MS Office and banking/CRM software systems

  • Personal Banker

    2 weeks ago

    Bengaluru, India Almighty HRD Consultants Full time

    Hi, We are hiring for Personal Banker for HDFC Bank for Bangalore location. **Personal Banker** - 3+ yrs. exp Salary is depending on experience, Current CTC, etc. Only B2C direct sales from Banking, Insurance, Hospitality [Hotel & Travel], Financial Sector, BPO Direct Sales, Real Estate and Edutech. **Salary**: ₹300,000.00 - ₹550,000.00 per...

  • Personal Banker

    2 weeks ago

    Chennai, India Dazzlelect Full time

    Job Title: Sales - Personal Banker. Location: Chennai Educational Qualification: Any Graduate. **Job Description**: - 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 profiles & need of the customers. - Ensuring quality new...

  • Personal Banker

    4 days ago

    Bengaluru, India BygC Solutions Pvt. Ltd Full time

    **BygC Solutions hiring for Multiple Banks like DBS Bank, Axis Bank....** **Join top private Banks Multiple Roles (BD Executive / Sales Officer / Assistant Manager - Sales) With free Training by BygC Solutions.** CTC: 2.3 LPA to 4.60 LPA - **Location - Bangalore - Walk-in interview** **JOB DESCRIPTION** Position Title: CEP Personal Banker Business Unit:...

  • Personal Banker Sales

    1 week ago

    Bengaluru, India looper development Services privet limited Full time

    Job Title: - PB-Service 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 / Extensive Job Band Range : E1 - E3 Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic...

  • Private Banker

    4 days ago

    Bengaluru, Karnataka, India 360 ONE Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt 360 ONE Wealth, we understand that the path to creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending...

  • Personal Banker

    2 weeks ago

    Bengaluru, Karnataka, India Workvibe Solutions Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Acquire high value new to bank customers through industry best pricing offered This role is also responsible for Deepening the size of the relationship Manage with existing set of clients by cross-selling products and services as per the profile & need of the customersTo ensure high quality delivery of all banking services and products to our clients in a...

  • Urgent! Private Banker

    4 weeks ago

    Hyderabad, Telangana, India Weekday AI Full time

    This role is for one of Weekday s clients Min Experience 4 years Location Hyderabad Bengaluru JobType full-time Requirements We are hiring Private Bankers for a leading financial services organization with positions available in Hyderabad and Bangalore The roles are open for both Individual Contributors and Team Leaders who bring deep expertise in wealth...

  • Personal Assistant

    9 hours ago

    Chennai, India Cuckoo Images Full time

    Building relationships with internal and external customers - Represent the Banker, exercising confidentiality, discretion and personal sensitivity in all aspects of the role, exercising judgement and taking decisions on their behalf - Own and manage multiple complex diaries, using initiative to resolve conflicts and anticipating the banker's requirements,...

  • Banker on Wheel

    4 days ago

    Branch Banking>South >Telangana>APT>Hyderabad>Hyderabad>Mahabubnagar VF-MHBNR>>Paradise, India Equitas Small Finance Ltd Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Banker on Wheel Role Description This is a full-time on-site role located in Chennai for a new project role BDO (Equitas Express – Banker on wheels). The biker service will be provided primarily for 4 segments Senior Citizen/High residential flat association/Salaried professionals/Women within Chennai. The person will be responsible for driving...

  • Private Banker

    2 weeks ago

    Bengaluru, Karnataka, India Barclays Full time

    **Job Title**: Private Banker **Corporate Grade**: D **Reports to (Line Manager’s Job Title)**: Sunit Jain **Direct Reports (if applicable)**: NA **Business Area**: Consumer, Cards & Payments **Department/Function Level 1**: Private Bank **Department/Function Level 2**: Private Bank Asia **Primary Location**: Bangalore **IAR Role** No **CBI...