Personal Banker-Outbound_Branch Banking-Relationship Management_Jalgaon
Core
Lead business development at the branch level by acquiring new customers and driving sales of retail liabilities and third-party products.
Role type
Outbound Personal Banker (Relationship Management)
Builds
Retail liabilities, CASA accounts, cross-sold products, and third-party offerings like insurance
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Sales, customer acquisition, relationship building, cross-selling, upselling, meeting daily outreach targets
Preferred skills
Goal-oriented, energetic, customer-focused
Responsibilities
Achieve business objectives for retail liabilities sales, generate revenue through CASA and third-party product sales, source high-value CASA customers, acquire new-to-bank customers, contact a minimum of 20 customers daily, upgrade customers to premium offerings, deliver excellent customer service