Assistant Officer, Personal Banker, Consumer Banking Group

About the role

This position focuses on acquiring new Current and Savings accounts from the branch catchment area, with a strong emphasis on quality sourcing of salary accounts from corporates. The role involves activating accounts, ensuring UPI linkage, maintaining M0 and Savings balances, and increasing wallet share of banking products including Insurance, Mortgages, UL, SIP, MF, and managing the portfolio.

Responsibilities

• Acquire new accounts (Current and Savings) from branch catchment area
• Source quality salary accounts from corporates
• Activate accounts opened, ensure UPI Linkage, and maintain M0 Balance and Savings balance
• Increase wallet share of banking products including Insurance, Mortgages, UL, SIP, MF, etc.
• Manage the portfolio
• Participate in corporate induction and migration events around the catchment area
• Build strong relationships with internal teams to leverage existing relationships from SME
• Conduct low-cost micro marketing activities around catchment areas for lead generation