Graduation/ Post-Graduation from a recognized institute
Knowledge of banking regulations and norms
Job Description:
Offering solutions and Cross selling Bank’s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.)
Achieve Business budgets as assigned by the organization on a monthly basis consistently.
Generating referrals and leads of new customers for sale of bank’s products.
Promoting bank’s products by taking part in marketing activities and customer visits outside the branch.
Contact existing customers for bringing in more deposits and cross selling of bank’s products.
Timely and accurate processing of customer transactions and requests.
Handle customer queries and provide correct solutions to ensure there are no customer complaints.
Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time.
Ensure that all audit requirements of the bank are met optimum audit rating.
Complete all mandatory certifications required for the role (EUIN, SP Certification etc.)
Complete all learning activities/ trainings conducted by the bank from time to time.
Daily entry of interaction with customers in bank’s CRM system.
Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time
Skills Required:
Customer Service Skills – Excellent communication and interpersonal skills to interact effectively with customers
Regulatory Knowledge – Familiarity with KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance requirements
Sales and negotiation - Ability to sell financial products and services
Attention to detail – High level of accuracy in handling cash transactions and financial documents
