Personal Banker Sales (AM) - Only Field Sales

Job Description Personal Banker (PB) Sales

Role Overview:
Personal Banker Sales is a frontline acquisition and revenuedriven role responsible for sourcing new customers, crossselling bank products, and supporting branch business growth through consistent field and telecalling activities.

Key Responsibilities

• Acquire new CASA (Savings & Current Accounts) through field visits, branch walkins, and reference sourcing.
• Crosssell bank products: Credit Cards, FDs, RD, Insurance, Investments, Loans (based on need profiling).
• Maintain daily call logs, lead funnel, and track conversions.
• Conduct local market outreach, customer visits, and area mapping.
• Ensure KYC compliance, account activation, and documentation accuracy.
• Support branch in achieving monthly sales targets & revenue goals.
• Provide service recovery and ensure customer satisfaction for retention.
• Maintain relationship with mapped customers for repeat business & referrals.

Eligibility / Experience

• Minimum 15 years of experience in banking / BFSI sales.
• Graduation (any stream) is mandatory.
• Strong communication skills & targetoriented approach.
• Local candidates preferred.

Key Skills Required

• CASA acquisition
• Crossselling ability
• Communication & customer handling
• Market mapping & lead generation
• Basic banking knowledge
• Time management & reporting discipline

Performance Metrics (KPIs)

• New CASA acquisitions
• Product-per-customer (PPC)
• Cross-sell revenue
• Activation rate & portfolio build
• Lead conversion & adherence to daily activity standards