Personal Banker Sales-Without Portfolio

Roles and Responsibilities

• Identify cross-sell opportunities for retail liabilities, CASA, and other bank products through effective relationship management.
• Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing portfolios.
• Develop and maintain a strong understanding of HNI client needs to provide tailored solutions.
• Collaborate with internal teams to resolve customer issues and improve overall service delivery.
• Meet or exceed monthly targets for sales performance.

**PB Sales - Minimum 1 year of experience in Banking with Retail Branch Banking (Liabilities segment & CASA Acquisition).**

We have requirement for below Branches.

Barasat Colony More, Botanical Garden, Kolkata High Court, Beltala, Salkia School Road.