Personal Banker | Post Graduation Not Required Professionals | Pune

We are seeking a motivated and customer-focused Personal Banker with 3-4 years of experience to join our team in Pune. As a Personal Banker, you will be instrumental in managing and nurturing relationships with our high-net-worth clients, understanding their financial needs, and offering tailored banking and investment solutions. This role is ideal for individuals with a strong understanding of financial products and excellent interpersonal skills, where a post-graduation degree is not a mandatory requirement.

Key Responsibilities:
- Develop and maintain strong, long-lasting relationships with a portfolio of key clients.
- Understand client financial goals and provide personalized banking and wealth management advice.
- Promote and sell a range of banking products and services, including loans, investments, and insurance.
- Conduct regular client reviews to assess evolving needs and ensure client satisfaction.
- Collaborate with internal teams to deliver seamless client experiences.
- Monitor market trends and competitor activities to identify new opportunities.
- Ensure compliance with all banking regulations and company policies.
- Achieve individual and team sales targets.