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Job Description

Greetings from Synergy Plus business consultancy

A PRIVATE OWNED BANK IS HIRING FOR Personal Banker and RM_CASA

Interested candidates can apply - hidden_email

phone no - hidden_mobile

Position -Personal Banker and RM_CASA

Experience - min 1 yrs in banking sales or banking operations

Salary Package- Upto 2 to 7 Lpa

Location - All west bengal Location including kolkata

Role: Personal Banker

• Acquire new customers by generating leads from the market and from existing customers
• Achieving PB annual income plan on MTD and YTD basis and driving the sales of the branch for achievement of the Branch target segment/product wise.
• Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio.
• Tracking the quality parameters of the portfolio like eligible customer base, CTG ratio, income product penetration ratio and others
• Upgrading customer on the 4 pillar of digital banking like banking transaction, bill payment, shopping, investing and loans.
• Migrate customers to digital products like net banking, mobile banking, and inform about digital asset products.
• Maintain the list of Active and Inactive customers for both CA & SA and engage with the customers for balance build up and cross sell of bank and third party products.

JOB DESCRIPTION-CA-RM( casa sales )

We are seeking an experienced and motivated Current Account Relationship Manager to join our
dynamic team. As a Current Account Relationship Manager, you will play a crucial role in maintaining
and expanding relationships with our current account holders. You will be responsible for
understanding the needs of our clients, providing them with exceptional service to meet their
requirements.

Key Responsibilities:

1. Client Acquisition::
Identify potential clients through research, referrals, and cold calling.
Conduct meetings and presentations to showcase the benefits of our current account
offerings.
Convert leads into active clients by effectively communicating the value proposition
of our products.
Build the Current Account book.
Identify opportunities to cross-sell and upsell banking products and services that align
with clients' needs and preferences.
Achieve sales targets by promoting various banking products, such as POS, QR,
MB/IB/CIB.

2. Sales Target:
Set and achieve monthly, quarterly, and annual sales targets.
Develop and execute strategies to meet or exceed sales goals and contribute to
revenue growth.

3. Product Knowledge:
Gain in-depth knowledge of our current account products, features, and benefits.
Articulate product details to potential clients, addressing their needs and
demonstrating how our offerings meet their financial requirements.

4. Relationship Building:
Cultivate and maintain strong relationships with clients, providing personalized
attention and exceptional customer service.
Stay in regular contact with clients to understand their evolving financial needs.

5. Market Research:
Stay updated on market trends, competitor offerings, and industry developments to
position our products effectively.
Use market insights to adapt your sales approach and tailor solutions for different
client segments.

Qualifications:
Bachelor's degree or Graduate.
Proven track record of achieving and exceeding sales targets in a competitive sales
environment.
Excellent communication and interpersonal skills.
Customer-focused mindset with a passion for delivering exceptional service.
Ability to work independently and as part of a team.

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