JD for PERSONAL BANKER IN CASA SALES

Job Title: Personal Banker

Industry: Banking & Financial Services

Job Summary: We are looking for a agile and customer-focused Personal Banker to join our retail banking team

relationships, offering tailored financial solutions, and ensuring high levels of customer satisfaction.

Key Responsibilities:

- Acquire new customers for Current and Savings Accounts (CASA) through field sales,

referrals, and branch walk-ins.

- Generate leads from the open market and follow up for conversions.

Cross-sell and upsell banking products such as savings accounts, credit cards, loans, insurance,

and investment products.

Handle customer queries, complaints, and requests efficiently and professionally.





- Achieve individual and branch targets for product sales and customer acquisition.

Perform regular follow-ups with clients for service and business development.

Maintain updated knowledge of all bank products, services, policies, and procedures.

Ensure compliance with KYC, AML, and other regulatory requirements.

Eligibility Criteria: Experience: 1-3 years of experience in banking, financial services, or sales.

Skills Required: Strong interpersonal and communication skills

Sales-oriented mindset with target-driven approach

Good knowledge of banking products and local market

Fluency in Tamil and English.

📌 Personal Banker -casa -tiruvanamalai (Tiruvannamalai)
🏢 Green Start Jobs
📍 Tiruvannamalai