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Personal Banker / Relationship Manager

Kochi, Kerala

Private Sector Bank

Job Description

Achieve sales targets and providing Customer service
Relationship Management for a Portfolio of customers
Responsible for Cross Sell & enhancing relationship with existing customers
Customer service to ensure walk in customers issues
Selling of Investment products like Mutual Fund, Insurance & Current account & Saving account
Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc
Deepening of existing Current account & saving account relationships
Generation of referrals from internal database
Customer acquisition & cross sell to walk in customers
Report Generation & filing
Generate business and cross sell all products and services of the Bank
Enhance the value of existing accounts of Current account & saving account customers. Retention of accounts
Pins custodian
Review all critical reports, monitor cash levels, fraud control, etc
Cost Management and staff productivity
Branch administration & ATM (onsite) management
Branch Operations and Audit Compliance

Education: Any Graduate/Post Graduate/Professional Degree
Minimum 1 year(s) of working experience in the related field is required for this position
Sales/Marketing skills are required
Candidate should possess good Communication Skills
Required skill(s): Direct Sales, Interpersonal and Influential skills, Customer Service
Preferred skill(s): Ability to learn, Banking operations

Relationship Manager

Managing the High Net Worth customers of the Bank
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
Profiling Customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the High Net Worth customers
Providing Financial planning & Investment Advise
Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
One point contact for all requirements of High Net Worth customers in the Branch
Acquisition & Servicing of High Net Worth customers

Education: Any Graduate/Post Graduate/Professional Degree
Minimum 3 years of work experience in Retail Branch Banking
Knowledge of the Banking Industry and Financial Markets
Good Relationship Management & service focus Skills
Good Communication & Presentation Skills
Interpersonal & Influential Skills.
Should have good knowledge of liability products.
Should have a good knowledge of Third Party Products like Mutual Fund, Insurance

Company Description

Leading Private Sector Bank

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
One year
Compulsory Education
Jobs in Sales / Business Development
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