Personal Banker Sales is a frontline acquisition and revenuedriven role responsible for sourcing recent customers, crossselling bank products, and supporting branch business growth through consistent field and telecalling activities.
Key Responsibilities
Acquire new CASA (Savings & Current Accounts) through field visits, branch walkins, and reference sourcing.
Crosssell bank products: Credit Cards, FDs, RD, Insurance, Investments, Loans (based on need profiling).
Maintain daily call logs, lead funnel, and track conversions.
Conduct local market outreach, customer visits, and area mapping.
Ensure KYC compliance, account activation, and documentation accuracy.
Support branch in achieving monthly sales targets & revenue goals.
Provide service recovery and ensure customer satisfaction for retention.
Maintain relationship with mapped customers for repeat business & referrals.
Eligibility / Experience
Minimum 15 years of experience in banking / BFSI sales.
Graduation (any stream) is mandatory.
Robust communication skills & targetoriented approach.
Local candidates preferred.
Key Skills Required
CASA acquisition
Crossselling ability
Communication & customer handling
Market mapping & lead generation
Basic banking knowledge
Time management & reporting discipline
Performance Metrics (KPIs)
Recent CASA acquisitions
Product-per-customer (PPC)
Cross-sell revenue
Activation rate & portfolio build
Lead conversion & adherence to daily activity standards
📌 Interv Th Aug Personal Banker Sales Am Only Field Sales Ranchi
🏢 HDFC Bank
📍 Ranchi
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