s

Personal Banker

For a client of TeamLease Services Ltd
Experience : 3 to 8 Years
Per Year: Rs. 3,00,000 - Rs. 5,00,000
Posted on 28 Jan 20
Job is expired
Job DescriptionLast Date 28 Mar 20

Personal bankers are responsible for helping individual clients manage their money in order to balance financial risks and returns. These bankers typically work in indoor office environments, and some limited travel may be required to attend social networking events and appeal to potential clients. Although they generally work during traditional business hours, extended hours may be required depending on the organization and needs of the client.

Most entry-level personal banking positions require a bachelor's degree in a field such as economics or finance, as well as experience in business statistics, economics, and calculus, and many upper-level positions require further education. Prior experience in risk management, corporate finance, quantitative reasoning, and investment theory is also beneficial. Personal bankers may need to be registered with the financial industry regulatory authority, wherein an exam is required, and other license requirements may apply depending on the employer.

Personal bankers have a variety of responsibilities, including: various banking duties; overseeing all financial activities of accounts; marketing to potential clients; building a reputable customer base; maintaining proper licensing; selling financial services; and accessing and updating account information of clients.

Aspiring bankers should be highly knowledgeable in their fields and willing to constantly expand their knowledge. Strong communication skills, including the ability to explain highly technical terms to “everyday” customers, are also important.

Personal Banker Tasks

  • Provides customer service, explaining bank services and assisting with new accounts, loans, bonds, and securities.
  • Enters new and updated customer account information into computer system.
  • Collects customer information for new loans and begins review process.
  • Sells financial products and services to potential and current customer


Job Type : Full Time
Company Description
TeamLease Services established in 2002, is one of India's leading human resource service companies in the organized segment. A Fortune 500 company listed on both NSE & BSE markets, with eight offices and 1400 clients across the country. The company at present has about 100,000+ live associates/ trainees spread across the country and have till date given employment to 1.5+ million people with an aim to hire millions more.
Job is expired
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