Personal Banker- DST

Job Description

Sell entire range of personal banking products to potential retail prospects & maintain strong relationships with existing clients of the bank.

Responsibilities

Achieve monthly sales targets in the financial year.

1. Prospect in targeted segments that require meeting standards in phone calls and face-to-face visits.
2. Present and sell all personal banking products & services to potential customers in an ethical, structured, & professional manner.
3. Conduct micro marketing activities that include Kiosk activities and other direct marketing activities.
4. Handle objections with a view to getting the customer to buy or company to transfer payroll.
5. Ensure End-To-End customer TAT is met for all applications submitted with quality adherence as per target guidelines.
6. Ensure strict compliance with the Bank's policy regarding product, customer KYC, FATCA, AML CTF, and third-party channel interactions.
7. Record all sales activities in Daily Sales Reports and update CRM for leads and contacts.
8. Participate in all Team Activities like morning huddles, training and coaching, complete mandatory compliance and fraud trainings, Lean & rewards celebrations. Ensure the highest ethics, standards, and integrity are followed and immediately escalate any suspected or actual breaches to Senior Management, Governance, as may be required.

Qualifications

• Sales profile that requires confidence, persistence, personality, and verbal/written communication skills.
• Basic knowledge of products, service policies, and processes of Retail Banking.
• Any discipline with 1 year of sales experience.