HR Recruiter at TekPillar Services Private Limited
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Personal Banker - Sales - Bank (3-6 yrs)
- A Personal Banker is a finance professional who manages the accounts and finances of their clients.
- They are responsible for overseeing all aspects of their client's accounts, providing them with banking services like loans or credit cards, and advising investment opportunities.
- Advise customers on bank services for their needs (e.g., loans and credit cards)
- Manage customer bank accounts; open, close, and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to in-house financial experts, as needed
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Perform administrative duties (e.g., entering data into banking software)
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