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Personal Banker

3.00 to 8.00 Years   Gurugram   08 May, 2023
Quess Corp (Magna Infotech)
Job LocationGurugram
EducationNot Mentioned
SalaryRs 3.5 - 5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    ****************WE ARE HIRING FOR A REPUTED BANK*************************Job Title : PB SalesBusiness Unit (PA) : Retail Branch BankingTeam : Retail Branch BankingReports to (job) :Branch ManagerLocation of role :Pan IndiaJob Function : Sales & Portfolio ManagementJob PurposePB is 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 profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.Job Role:
    • Sales-Maintain Daily Sales Reports
    • CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined time line
    • Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins
    • Managing Portfolio and referrals
    • Enhancing customer wallet size ensuring that customers make us their primary bank
    • Managing Classic Portfolio: Manage the benchmark no. of customers in the portfolio
    • Extend Classic benefits to customers basis identification in eligibility lists/ LTR
    • Ensure that individual customers are grouped andCustomerToGroup (CTG) Ratio is maintained on the portfolio
    • Ensure that income plans for the month and year are duly met across products
    • Achieving of portfolio level benchmarks of and IPH
    • Income product to be sold to each group of the portfolio in the year
    • Customer Service
    Key Responsibility Areas
    • CASA
    • Cross-selling
    • Other related functions
    Educational Qualifications
    • Graduation (any stream)
    Experience Required
    • Minimum 3 years of Banking experience
    Salary bracket
    • 3.5L-5.5L per annum
    Other Benefits
    • Incentives
    • Medical benefits
    • PF
    • Travel allowances

Keyskills :
portfoliosalesrelationshipcasamarketingpersonalpreferredofficerbanker

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