RBB-Personal Banker Classic

Job Purpose

Manage Classic portfolio by acquiring new customers, deepening relationships through cross-selling, and retaining customers by delivering exceptional service. Aim to become the primary banker for Classic relationships and maximize wallet share.

Key Responsibilities

• Sales

Ensure Sales responsibilities are completed.

• Managing Classic Portfolio

Manage benchmark customer numbers in the portfolio.

Group customers with family members for enhanced relationships.

Achieve income-generating product benchmarks.

Enhance customer group profitability and wallet size.

Update CRM with detailed customer interactions.

• Customer Services

Deliver quality customer service and resolve complaints within TAT.

Promote direct banking channels and assist customers.

Ensure timely account opening and customer communication.

Operations

• Maintain daily sales reports.

Ensure quality acquisition of savings and current accounts.

Cross-sell products like Demat, Bill Pay, and Advisory.

Monitor large account movements and prevent attrition.

Promote third-party products like MF, Insurance, and Bonds.

Ensure error-free documentation for account opening and instructions.

• Adhere to KYC norms and maintain 5-S standards.

Manage locker operations and standing instructions.

Update CRM for asset leads and weed-out database.

Education:

Graduation required; Post-graduation preferred.

Role: Personal Banker

Industry Type: Banking

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Banking Operations

Experience required: Minimum 3 years