Location
Kolhapur | India
Job description
Position Title: CASA Personal Banker
Business Unit: National Distribution Structure
Grade: Officer/Senior Officers
Report To: Branch Manager & RSM
Job Purpose: To acquire CA, SA, TD, Salary accounts and cross sell multiple banking products.
Key Accountability: The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.
Job Duties And Responsibilities - Acquiring new accounts (Current and Savings) from branch catchment area
- Quality sourcing of salary accounts from corporates
- Activate Accounts opened, UPI Linkage, M0 Balance maintenance in self-sourced accounts, building account balances MoM in sourced CASA, increase wallet share of our banking products including Insurance (Life & General), Assets (Unsecured loan etc.) SIP, Mutual Fund etc & manage portfolio
- Participate in corporate induction and migration events around the catchment area
- Build strong relationship with internal teams to leverage existing relationships from SME
- Conduct low-cost micro marketing activities around catchment areas for lead generations
- Proactively identify sales prospects and conduct business development activities in the geographyassigned, follow up new leads and referrals to generate business
- Achieving the monthly sales targets, assigned to him/her, for various products and services
- Cross sell assets and fee products
- Follow the various internal guidelines and procedures of the bank
- Ensure customer satisfaction through regular engagement. Resolve customer queries/issues and facilitate customer service
- Maintain periodic status reports, including daily activity report and calls/follow-ups made
Preferred Qualification And Experience Graduate/Post-graduate with min 3-5 years of relevant experience
Competencies - Passionate (must take initiatives and not avoid targets)
- Ambitious (should have an outlook to grow to the next level within the organisation)
- Extrovert (able to start a conversation with new people easily and be confident in the interaction)
- Persistent (able to make repeated attempts and bounce back from setbacks, able to try new methods of engagement in case of a setback)
- Inter-personal skills (when faced with a problem, must be able to identify and seek help from the right people without hesitation. Able to keep commitments made to others and ensure that the task is complete)
Primary Location India-Maharashtra-Kolhapur
Job Relationship Management
Schedule Regular
Job Type Full-time
Job Posting Jan 24, 2024, 7:48:19 PM
Job tags
Salary
