01Overview
WE ARE HIRING | PERSONAL BANKER
Leading Private Bank Branch Banking
Location: Chennai
Experience: 3+ Years
CTC: Up to 6 LPA
Certifications: IRDA & NISM Mandatory
Key Responsibilities
Acquire and onboard high-value New-to-Bank (NTB) customers.
Build and deepen CASA relationships through effective customer engagement.
Identify customer financial needs and recommend suitable banking and financial solutions.
Drive sales across CASA, Assets, TPP, FD, TD, and other banking products.
Identify cross-sell and relationship-deepening opportunities through customer profiling.
Handle walk-in customers and support branch services including Account Opening, FD, Lockers, Forex, etc.
Promote activation and usage of digital banking channels.
Generate customer referrals through existing relationships and internal databases.
Maintain accurate reports, documentation, and customer records.
Support branch operations, audits, and ensure compliance with KYC, AML, and regulatory requirements.
Candidate Profile
3+ years of experience in Branch Banking / Personal Banking / Relationship Management
Strong experience in CASA and branch banking products
IRDA Certification Mandatory
NISM Certification Mandatory
Knowledge of Assets, TPP, FD/TD, and other banking products
Strong customer relationship, sales, and business development skills
Excellent communication and interpersonal skills
Target-oriented with a strong focus on achieving business goals
Interested suitable candidates can share their updated CV to jayabanyantalenthr@gmail.com .