Agra, India

1 - 4 years | Salary : ₹ 18500 - ₹ 25300

4 months ago | 5897 | 994 Applied

Job Description

We are looking for a personal banker to assist our customers in managing their bank accounts and finances. You??l be responsible for building long-term relationships with clients and cross-selling them our products and services.

Personal bankers should be excellent communicators with solid knowledge of banking processes and products. Sales and customer service experience can help you succeed in this role. The ideal candidate is bold and ethical, and possesses strong problem-solving skills.

Responsibilities

Advise customers on bank services for their needs (e.g. loans and credit cards)

Manage customer bank accounts; open, close and oversee transactions

Resolve issues with banking services and accounts

Refer clients to inhouse financial experts, as needed

Reach out to potential customers to generate new business

Present financial products and services to existing and prospective customers

Perform administrative duties (e.g. entering data into banking software)

Requirements and skills

Proven experience as a personal banker; experience in sales or customer service is a plus

Knowledge of personal banking practices and regulations

Familiarity with banking software; excellent use of MS Office

Ability to work diligently to meet targets

Excellent communication and negotiation skills

Customer-oriented approach to handling problems

BSc/BA in Finance, Accounting or similar field preferred

Responsibilities

[Be specific when describing each of the responsibilities. Use gender-neutral, inclusive language.]

Example: Determine and develop user requirements for systems in production, to ensure maximum usability

Qualifications

[Some qualifications you may want to include are Skills, Education, Experience, or Certifications.]

Example: Excellent verbal and written communication skills

More Info

Job Type/Timing

Full-time

Industry Type

Research and Development

👤 Roles

Finance

Education

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