Personal Banker Welcome Desk-Leading Bank
- Whiz Crafts Hiring
- 0 to 4 Yrs
- Multi-City, India
- 4 years ago
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Job Description
:- A Personal Banker is a finance professional who manages the accounts and finances of their clients. They are responsible for overseeing all aspects of their clients' accounts, providing them with banking services like loans or credit cards, and advising investment opportunities. 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.- 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.
Fresher & Experience both can apply.
Education:-Graduates or Post Graduates both can apply
Location:- DELHI/NCR, Faridabad, Ghaziabad, Noida, Gurugram.
Salary:- 2.20 Lacs to 3.50 Lacs per annum
For further Details Please Call hidden_mobile.
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Investment Banking / M&AOperations Management / Process Analysis Functional Area: Not ApplicableRole/Responsibilies: Personal Banker Welcome Desk-Leading BankContact Details:
Company: Whiz Crafts HiringLocation(s): Multi-City, India+ View Contact
Keyskills: relationship management business development current account banking operations personal loans personal banking saving account banking sales banking banking products
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