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01/03 Jaydip Patel
HR Recruiter at Tekpillar Services Pvt Ltd

Views:9 Applications:0 Rec. Actions:Recruiter Actions:0

Sales Role - Private Banking (2-4 yrs)

Ahmedabad Job Code: 260664

We are looking for a personal banker to join our team. Responsibilities include working closely with clients. You must successfully build and maintain long-term relationships with clients. And service by providing tailored banking solutions.

Roles and Responsibilities of Personal Banker :

- Maintain Daily Sales Reports.

- Capable of Maintaining eligibility.

- Recommending and explaining Bank services and products to clients.

- Enhancing customers- wallet size.

- Ensure quality of Relationship while Flagging.

- Pitch of Enhancement Portfolio.

- Networking and Negotiation skills.

- Preparing documentation to open or close accounts and assigning account numbers when necessary.

- Resolving client queries and complaints.

- Verified bank account.

- Call customers who have not transacted and know the reason.

- Discuss bank policies and procedures and any changes affecting policies and procedures with clients.

- Using Data-mine for cross-selling

- Calling on Large Value Attrition

- Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit

- Skills:

- Good Communication skills.

- Convincing power.

- Sales Skills.

- Banking product and process knowledge.

- Planning and organizing skills.

- NRI Product and Regulatory Knowledge

- Knowledge of Competition & Current trends in the financial Industry.

- Requirements :

- Graduation in any stream

- Mini. 2 to 4 Years of experience in the Banking Sector / Core Banking

- Local candidate with a good local network.

- Certifications :

- NISM V-A Certification

- IRDA Certification

- NCFM Certification (Optional)

- CAIIB (Optional)

- Internal Certification

- GI certification

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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