Manage a portfolio of Priority Banking customers
Act as a single point of contact for all banking needs
Build long-term relationships through regular engagement
Cross-sell products such as:
Savings & current accounts
Fixed deposits
Credit cards
Personal, home, and auto loans
Insurance & investment products (MFs, bonds, etc.)
Achieve monthly and annual sales targets
Understand customer financial goals and risk profile
Recommend suitable investment and wealth solutions
Support portfolio reviews and financial planning discussions
Ensure quick resolution of customer queries and complaints
Coordinate with branch operations and backend teams
Maintain high service quality and compliance standards
Ensure KYC, AML, and regulatory compliance
Follow bank policies and audit requirements
Fixed salary as per grade
Performance-linked incentives (monthly/quarterly/annual) based on sales and portfolio growth
Medical insurance for employee and dependents
Group term life insurance
Accidental insurance
Earned leave, casual leave, and sick leave
Festival and optional holidays
Maternity & paternity leave (as per policy)
Provident Fund (PF)
Gratuity
Superannuation / pension benefits (where applicable)