Job Description

Job Summary:As a Personal Banker, you will provide personalized banking services to customers, helping them achieve their financial goals. You will act as a trusted advisor, offering tailored solutions that fit each customer\'s unique needs while promoting the bank\'s products and services.Responsibilities:- Open new accounts, including checking, savings, and investment accounts, while ensuring compliance with banking policies.- Actively promote various bank products such as loans, credit cards, and investment options to meet customers\' financial objectives.- Provide tailored financial advice based on individual customer needs, goals, and circumstances.- Build and maintain strong relationships with customers to enhance customer satisfaction and loyalty.- Conduct regular follow-ups with clients to ensure their ongoing financial needs are met.- Collaborate with team members to achieve branch sales targets and improve overall customer experience.- Stay updated on banking regulations and industry trends to provide accurate information and advice.Skills Needed:- Strong interpersonal and communication skills to effectively engage with customers and build rapport.- Proven sales skills with a track record of meeting or exceeding targets.- In-depth knowledge of banking products and services, including loans, savings, and investment options.- Ability to analyze customer needs and provide tailored financial solutions.- Strong organizational skills to manage multiple accounts and client interactions efficiently.Qualifications:- High school diploma required; bachelor\'s degree in Finance, Business, or a related field preferred.- 1-3 years of experience in banking or customer service, preferably in a sales-oriented role.- Relevant certifications (e.g., Certified Financial Planner, Series 7) are a plus.- Proficient in using banking software and CRM systems.For further information, kindly contact us: Priyansi P | HR Team phone/ WhatsApp: +91 8160174117 (ref:updazz.com)

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