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Personal Banking Financial Manager-Leading @ Career Academy

Home > Investment Banking / M&A

 Personal Banking Financial Manager-Leading

Job Description

On Roll hiring in Reputed Banks with Good Salary plus Incentive for the post of  Personal Banking Financial Manager

Personal bankers help clients manage their money so as to balance risk. Personal bankers may also be referred to as commodities, securities, or financial services sales agents. They are responsible for undertaking banking duties and overseeing the financial activities for these personal accounts.

  • Key Customer Relationship Management
  • High Net Worth customer programs
  • Ensure all components of the branch sales model function as per design
  • Complaints Handling
  • Cross sell existing bank products to customers.
  • Review Branch Operations reports
  • Branch Merchandising & co-ordination with Marketing at product level
  • Review vault register
  • Review Suspense & Dummy accounts
  • Ensure compliance with Banking rules, Regulations & Procedures
  • Periodic review of progress vs. objectives
  • Ensure clarity of Business objectives among staff
  • Work experience in the related field is required for this position
  • Experience of a job role in Retail Banking/ Branch Banking/Branch Operation or equivalent.

Job Description :-


To attend the walk-in customer in branch.
Resolve there queries regarding credit card or loan.
Identify opportunities and generate sales opportunities through database deals and by existing customer of bank.
Follow and adhere to the strict KYC norms set for the team.
Adheres to all company policies, procedures and business ethics codes

Skills Required :-

Should have good communication skills and analytical skills
Must have knowledge on front line sales and KYC resource
Must possess strong negotiation and interpersonal skills.
Should be hard working.

Salary :-18,000/- to 25,000/- plus incentives

Locations:- New Delhi,Gurgaon,Noida and all U.P/Haryana/U.K.

Walk-in-interview :-Plot no. A-113, 1st Floor, Sewak Park, near Dwarka Mor Metro Station, opp pillar no. 782, Dwarka mor, New Delhi-110059.

OR

For further details please contact HR Pushpa 9540283***.

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Investment Banking / M&A
Functional Area: Not Applicable
Role/Responsibilies: Personal Banking Financial Manager-Leading

Contact Details:

Company: Career Academy
Location(s): Multi-City, India

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₹ 2.5 - 3.5 Lakh/Yr

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Career Academy

CAC (Career Academy and Consultancy) services is a placement agency which provides service in Delhi/NCR. We are known as one of the biggest HR consulting firm. We gained name as a reputed firm as we provide best service to both candidates as well as organization with which we are connected.