Personal Banker-Inbound_BRANCH BANKING_0466_1414_1006914

Personal Banker-Inbound_BRANCH BANKING_0466_1414_1006914

About the Role

We are seeking a customer-focused and sales-driven Personal Banker (Inbound) to manage walk-in customer relationships, deliver exceptional banking services, and drive sales of banking products. The role involves understanding customer needs, providing financial solutions, and achieving business targets while ensuring a superior customer experience.

Key Responsibilities

• Attend to walk-in and existing customers visiting the branch.
• Build and maintain strong customer relationships.
• Identify customer needs and recommend suitable banking products and services.
• Drive sales of: 
  • Savings Accounts & Current Accounts
  • Fixed Deposits
  • Credit Cards
  • Personal Loans & Home Loans
  • Insurance Products
  • Investment & Wealth Products
• Generate referrals and cross-sell opportunities.
• Ensure timely resolution of customer queries and service requests.
• Complete customer onboarding and account opening processes.
• Adhere to KYC, AML, and regulatory compliance requirements.
• Achieve assigned sales and service targets.

Eligibility Criteria

• Graduate/Postgraduate in any discipline.
• 1-5 years of experience in Banking, Financial Services, Insurance, or Sales.
• Freshers with strong communication skills may also be considered.

Required Skills

• Relationship Management
• Customer Service Orientation
• Sales & Cross-Selling
• Communication and Interpersonal Skills
• Problem Solving Ability
• Banking Product Knowledge
• Target-Oriented Approach

What We Are Looking For

• Strong customer-centric mindset.
• Ability to build rapport and trust with customers.
• Passion for sales and business development.
• Excellent verbal and written communication skills.
• Team player with a positive attitude and willingness to learn.

Preferred Background

Candidates from Retail Banking, NBFCs, Insurance, Wealth Management, Financial Services, Telecom, and Customer-Facing Sales roles are encouraged to apply.