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Personal Banker Sales Job In Live Connections

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 Personal Banker Sales Job In Live Connections

Job Description

    urpose of the role:

    Acquire high value new to bank customers through industry best pricing offered by Equitas

    This role is also responsible for Deepening the size of the relationship Manage with existing set of clients by

    cross-selling products and services as per the profile & need of the customers

    To ensure high quality delivery of all banking services and products to our clients in a fair and transparent

    manner.

    Key Responsibilities:

    Acquire high value new to bank customers to Bank on a monthly basis flag them on the system

     

    Handle the service requirement of customers are taken case in a prompt and pro-active manner

     

    Use wallet profile sheet to track accounts and products with other bank and transfer the same o Know the

    customers business to proactively provide financial solutions

    Sales across all product segments- TPP, Assets, FDs, TDs etc

     

    Customer service to ensure walk in customers issues and Managing Operations like A/c opening, Fixed

    Deposit, Lockers, and Forex etc

     

    Deepening of existing Current account & saving account relationships

    Activation of customers in digital channel

     

    Generation of referrals from internal database

     

    Report Generation & filing

     

    Branch Operations and Audit Compliance

     

    Compliance with KYC, AML, audit and other regulations in all branch banking operations.

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Personal Banker Sales Job In Live Connections

Contact Details:

Company: Live Connections
Location(s): Thanjavur

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Keyskills:   sales process casa sales liability products gold loan current account savings accounts field work sales

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₹ Not Specified

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