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Personal Banker

3.00 to 8.00 Years   Ahmedabad   04 Jun, 2023
TEKPILLAR
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 3.0 - 5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Personal bankers assist clients in managing their bank accounts and finances. They understand the banking industry and have detailed knowledge of different investment and savings products available to clients.Personal Banker Responsibilities:
    • Recommending and explaining banking services and products to clients based on their needs.
    • Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
    • Presenting and selling banking services and products to existing and prospective clients.
    • Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
    • Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.
    • Processing applications for credit cards, safe deposit boxes, and loan requests.
    • Verifying bank account details upon client request.
    • Discussing bank policies and procedures and any changes affecting policies and procedures, with clients.
    • Resolving client queries and complaints.
    • Performing administrative duties, such as data entry, as needed.
    Personal Banker Requirements:
    • Bachelors degree in any field.
    • 3 Years experience in BFSI sales Proven track record in sales and customer service.
    • Excellent communication and interpersonal skills.
    • Strong negotiation and persuasion skills.
    • Ability to work in a team and individually.
    • Knowledge of insurance products and the insurance industry.
    To apply submit your resume at hidden_email look forward to hearing from you!

Keyskills :
bfsicasa salesbanking salescredit cardscore bankingloansbrokingcross sellingbranch banking

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