Personal Banker

Department Icon BFSI (Operations & Lending)
Posted: 6 days ago
1-6 years
Bangalore, Bellary, Chitradurga, Hassan, Mangalore, Mysore, Thiruvananthapuram, Thrissur, Tumkur
BFSI (Operations & Lending)
work from office
Full Time
Closes 5 Jan 2027

Posted: 6 days ago
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Job Description

We are seeking a motivated and experienced Personal Banker to join our team in Karnataka and Kerala. The ideal candidate will have a strong background in banking and financial services, particularly in areas such as insurance, CASA (Current Account and Savings Account), and wealth management for high-net-worth individuals (HNI). As a Personal Banker, you will be responsible for providing exceptional customer service, building and maintaining client relationships, and offering tailored financial solutions to meet the needs of our clients.

Key Responsibilities:

  • Engage with clients to understand their financial needs and provide personalized banking solutions.
  • Promote and sell banking products including current accounts, savings accounts, and insurance products.
  • Develop and maintain relationships with high-value clients to enhance customer loyalty and retention.
  • Collaborate with the business development team to identify new opportunities for growth within the commercial banking sector.
  • Stay updated on market trends and emerging corporate banking practices to provide informed advice to clients.
  • Ensure compliance with banking regulations and internal policies while delivering services.

Required Skills:

  • Strong knowledge of banking products and services, particularly in insurance and CASA.
  • Excellent communication and interpersonal skills to effectively engage with clients.
  • Ability to analyze client needs and provide tailored financial solutions.
  • Experience in business development and relationship management.
  • Familiarity with commercial banking and emerging corporate trends.

If you are passionate about helping clients achieve their financial goals and have the required skills and experience, we encourage you to apply for this exciting opportunity as a Personal Banker.

Skills

HniTradeClassicEmerging CorporateCommercial BankingBusiness DevelopmentRmHigh ValuePersonal BankerWealthSavingsLiabilitiesSaving AccountCurrent AccountCasaInsurance

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