Personal Banker
4 weeks ago
Key Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.
Job Duties and Responsibilities:
• Acquiring new accounts (Current and Savings) from branch catchment area
• Quality sourcing of salary accounts from corporates
• Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
• Participate in corporate induction and migration events around the catchment area
• Build strong relationship with internal teams to leverage existing relationships from SME
• Conduct low-cost micro marketing activities around catchment areas for lead generations
-
Personal Banker
4 weeks ago
Kolkata, India DBS Bank Full timePersonal Banker-(WD56156) Key Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Responsibilities: • Acquiring new accounts (Current and Savings) from branch...
-
Personal Banker
3 weeks ago
kolkata, India DBS Bank Full timePersonal Banker-(WD56966) Key Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.Job Duties and Responsibilities:• Acquiring new accounts (Current and Savings) from branch catchment...
-
Personal Banker
4 weeks ago
Kolkata, India DBS Bank Full timeKey Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Responsibilities: - Acquiring new accounts (Current and Savings) from branch catchment area - Quality sourcing...
-
Personal Banker
4 weeks ago
Kolkata, India DBS Bank Full timeKey Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Responsibilities: - Acquiring new accounts (Current and Savings) from branch catchment area - Quality sourcing...
-
Universal Banker
4 weeks ago
Kolkata, India Standard Chartered Bank Full timeRole Responsibilities Job Role Deliver quality service while carrying out the following transactions among others for customers Cash depositsCash withdrawalsDemand draft / pay order instructions - accepting and processingAccepting instructions for FD breaks Effecting internal account to account transfers. Accepting and processing stop payment...
-
Universal Banker
4 weeks ago
kolkata, India Standard Chartered Bank Full timeRole Responsibilities Job Role Deliver quality service while carrying out the following transactions among others for customers Cash depositsCash withdrawalsDemand draft / pay order instructions - accepting and processingAccepting instructions for FD breaks Effecting internal account to account transfers. Accepting and processing stop...
-
Senior Private Banker
5 days ago
Kolkata, India ICICIdirect Full timeGrade: Vice President ( Sr. Client Partner)Job Location-KolkataRole & Responsibilities:build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.conduct regular portfolio...
-
Senior Private Banker
5 days ago
Kolkata, India ICICIdirect Full timeGrade: Vice President ( Sr. Client Partner)Job Location-KolkataRole & Responsibilities:build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.conduct regular portfolio...
-
Senior Private Banker
5 days ago
Kolkata, India ICICIdirect Full timeGrade: Vice President ( Sr. Client Partner) Job Location-Kolkata Role & Responsibilities: build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. conduct regular...
-
Independent Financial Advisor
4 weeks ago
Kolkata, India Acme Services Full timeThe role involves identifying & amp; empaneling CAs, Ex - Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial. - Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFO’s,...
-
Senior Private Banker
3 days ago
Kolkata, India ICICIdirect Full timeGrade: Vice President ( Sr. Client Partner)Job Location-KolkataRole & Responsibilities:- build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- conduct regular...