Personal Banker - Outbound Sales and Customer Acquisition

Personal Banker-Outbound_BRANCH BANKING_0468_2768_1002190 ROLE : Personal Banker - Outbound GRADE: M2 - Deputy Manager LOCATION : JOB DESCRIPTION Responsible for NTB acquisition of customers. Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to higher product category Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day. Identifies the training needs and puts the capability building plan in place Gathers the gather market information / competition trends to facilitate product developments / Improvements by HO Product Team. Monitors the services standards/TAT and fixes the gaps, if any, by taking up with H.O Responsible for the quality of the accounts and compliance issues Ensures all customer queries/complaints, if any, are responded within the defined TAT Ensures that the branches / channels are adhered to all processes & guidelines Responsible for the channel / team’s productivity Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Blend of Service and Sales orientation Min. 1 Year of Relevant Experience. Should possess good analytical & presentation skills. PERSONALITY TRAITS & REQUIRED SKILLS: QUALIFICATION : Graduation – Compulsory MBA / PG - Preferred Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics. Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance. Source high-value CASA customers and build comprehensive family banking relationships. Acquire new-to-bank customers through personal efforts and acquisition channels. Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day. Upgrade customers from lower product categories to premium offerings. Deliver excellent customer service and maintain long-term relationships. Experience Level Mid Level