Banking Executive

This role is for one of the Weekday's clients

Salary range: Rs 350000 - Rs 1500000 (ie INR 3.5 - 15 LPA)

Min Experience: 1 years

Location: Remote

JobType: full-time

We are looking for a dynamic and detail-oriented professional to join our banking team. The role involves handling customer relationships, supporting banking operations, driving business growth, and ensuring compliance with banking regulations. This position is ideal for candidates seeking exposure across multiple banking functions including sales, service, and operations.

Requirements

Key Responsibilities:

Customer Relationship Management

• Establish and nurture lasting relationships with both new and existing customers
• Assess clients' financial requirements and suggest appropriate banking products
• Maintain exceptional levels of customer satisfaction and service quality

Sales & Business Development

• Market banking products including savings accounts, current accounts, loans, credit cards, and insurance
• Meet sales targets and actively contribute to the growth of branch revenue
• Identify opportunities for cross-selling and upselling

Banking Operations

• Manage daily branch operations such as account openings, KYC verification, and transaction processing
• Ensure documentation accuracy and adherence to banking policies
• Assist with audit processes and regulatory compliance

Compliance & Risk Management

• Comply with RBI regulations and internal compliance standards
• Implement thorough verification and fraud prevention practices
• Protect the confidentiality of customer information

Coordination & Reporting

• Collaborate with internal teams to ensure seamless processing of customer requests
• Generate reports covering sales, customer interactions, and performance indicators

Required Skills:

• Excellent communication and interpersonal abilities
• Fundamental knowledge of banking products and financial services
• Customer-focused sales mindset
• Strong attention to detail and effective problem-solving skills
• Capability to work effectively in a target-oriented environment

Qualifications:

• Graduate in any field (B.Com, BBA, MBA preferred)
• Open to both fresh graduates and experienced professionals

Preferred Experience (Optional):

• Background in banking, NBFC, insurance, or financial services sectors
• Familiarity with CRM tools and banking software

Key Competencies:

• Building and managing relationships
• Sales and negotiation skills
• Operational effectiveness
• Awareness of compliance requirements

Why Join Us:

• Chance to gain experience across diverse banking functions
• Opportunities for career progression within the financial services industry
• Incentives based on performance

Skills

Problem solving

Finance Domain

Strong communication

Interpersonal skills