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15/09 Divya Sri
HR at Response Informatics

Views:323 Applications:63 Rec. Actions:Recruiter Actions:0

Senior Personal Banker (5-8 yrs)

Mumbai Job Code: 1315240


Title: Senior Personal Banker

Report to: BM/ASM

Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products.

Key Accountability: The key accountability of the role 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

Core Competencies:

- Sales & Networking Skills

- Good Communication & Listening Skills

- Goal / Target oriented

- IRDA & AMFI certification is preferred. This is a must post joining.

- Excellent verbal and written communication skillsS

Technical Experience and Competencies:

- Banking knowledge

- Computer Skills and digital knowledge

- Good network in the market

Women-friendly workplace:

Maternity and Paternity Benefits

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