FAQs
What is the main purpose of the Officer, Personal Banker role?
The main purpose of the Officer, Personal Banker role is to acquire CASA and salary accounts, and to cross-sell multiple banking products to generate revenue.
What are the key responsibilities associated with this job?
Key responsibilities include acquiring new Current and Savings accounts, sourcing quality salary accounts from corporates, activating opened accounts, conducting marketing activities for lead generation, and building strong relationships with internal teams.
What kind of experience is required for this position?
The position requires 1 to 2 years of relevant experience in the banking or financial services industry.
What educational qualifications are preferred for this job?
The preferred educational qualifications include a degree in any discipline; additional qualifications in Banking, Finance, Law, or an MBA would be an added advantage.
Are there any specific certifications required for this role?
Yes, having IRDA and AMFI certifications is preferred and is mandatory to obtain post joining.
What core competencies are important for this position?
Important core competencies include sales and networking skills, good communication and listening skills, goal/target orientation, and excellent verbal and written communication abilities.
What technical competencies are expected from a candidate?
Candidates are expected to have banking knowledge, computer skills, and digital knowledge, as well as a good network in the market.
What kind of work relationships will the Officer, Personal Banker engage in?
The Officer, Personal Banker will engage in acquiring and managing commercial liabilities business and portfolios.
Is there a career development opportunity associated with this position?
Yes, the position offers professional advantages in a dynamic environment that supports development and recognizes achievements.
What is the compensation package like for this role?
We offer a competitive salary and benefits package for the Officer, Personal Banker position.