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Retail Branch Banking

3 - 8 years

3 - 8 Lacs

Madurai Tamil Nadu India

Posted:2 days ago| Platform: Foundit logo

Apply

Skills Required

Sales Banking Operations Branch Operations Hni Client Handling

Work Mode

On-site

Job Type

Full Time

Job Description

Roles & Responsibilities

  • Manage and grow a portfolio of

    HNI and classic banking customers

    , ensuring deep engagement and strong relationship management.
  • Drive

    sales and cross-selling

    of banking products including:

  • Current Accounts

    ,

    CASA

  • Life Insurance (LI)

    and

    General Insurance (GI)

  • Demat Accounts

    , investment products, and other retail banking offerings
  • Acquire new clients through branch walk-ins, references, and outbound activities.
  • Ensure excellent

    customer onboarding experience

    and seamless integration into classic portfolio services.
  • Conduct regular portfolio reviews and proactively offer solutions based on customer needs and market opportunities.
  • Work closely with internal teams to ensure timely service delivery and issue resolution.

Desired Candidate Profile

  • Minimum of

    3 years experience

    in

    retail branch banking sales

    , with proven success in meeting or exceeding sales targets.
  • Strong knowledge of banking products and services, especially in the

    HNI and classic portfolio segment

    .
  • Excellent interpersonal and communication skills, with a customer-first mindset.
  • Ability to build lasting relationships and influence clients through trust and credibility.

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