Personal Banker Classic - Konnagar

Job Purpose
Acquire and manage Classic customers, deepen relationships through crosssell, deliver superior service, and grow wallet share.

Key Responsibilities
• Sales Achieve sales targets and product benchmarks.
• Portfolio Management – Manage Classic portfolio numbers, group family relationships, increase profitability, and update CRM regularly.
• Customer Service – Deliver quick resolutions, promote digital channels, ensure timely account opening and communication.
• Operations – Maintain daily sales reports, ensure quality CASA acquisition, crosssell (Demat, Bill Pay, Advisory), monitor highvalue accounts, push thirdparty products (MF, Insurance, Bonds), ensure errorfree documentation, follow KYC & 5S, manage lockers and standing instructions.

Education
Graduation required; PG preferred.

Certifications
NISM VA, IRDA, GI.

Key Skills
Sales & influencing, banking product knowledge, planning, communication, competition awareness.