- Actively participate in Branch operations and sales equally to ensure Branch sales target are met.
- Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits.
- Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients. Address and resolve classic customer inquiries, concerns and issues promptly, ensuring a satisfactory customer experience.
- Conduct frequent field visits to engage with clients while ensuring touch base with each client at least once in 2 months and mandate of at least 6 joint visits in a month.
- Monthly Revenue generation by overall value enhancement of existing customer base and generating new business by increasing the mapped portfolio size.
- Collaborate with the branch team and cross vertical as well to achieve overall branch sales targets.
Job title-PB-Teller Auth
Supervising and monitoring branch transactions and sales in order to enhance the value of existing accounts and retention of existing portfolio
- Supervise & monitor Personal Banker desks and contract sales staff
- Branch administration
- Lobby Management
- Ensure quality customer service is delivered
- Resolution of customer queries/complaints
- Customer service to ensure walk in customers issues
- Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager
- Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable
- Branch Operations and Audit Compliance
- Branch Merchandising
- Generate business, cross sell and monitor cross sales of Personal Bankers
- Generate leads for Third Party Products to the customers
- Ensure that all tellers are adequately trained on the Products of the bank.
