Personal Banker

Roles and Responsibilities :

• Manage a portfolio of high net worth individuals (HNIs) and corporate clients to achieve sales targets through cross-selling of various banking products such as deposits, credit cards, loans, etc.
• Identify new business opportunities by networking within the community and building relationships with existing customers to increase wallet share and product penetration.
• Develop strategies to retain existing HNI/corporate clients by providing exceptional customer service, resolving issues promptly, and offering tailored solutions.
• Collaborate with internal teams to resolve complex client queries related to investment products like mutual funds, insurance policies, etc.

Job Requirements :

• 3-7 years of experience in retail liabilities or CASA sales in an NBFC or banking industry.
• Strong understanding of cross-selling techniques for various financial products including deposits, credit cards, loans etc. .
• Excellent communication skills for effective relationship management with HNI/corporate clients.