Personal Banker-Outbound-Branch Banking-Relationship Management

Kotak Mahindra Bank View all jobs

  • Ratnagiri, Maharashtra
  • Permanent
  • Full-time
  • 3 days ago
Job Category: Consumer BankDegree Level: Bachelor's DegreeJob Description: We are seeking a driven and customer-focused Personal Banker - Outbound to lead business development efforts at the branch level. The role involves acquiring new customers and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while achieving business targets.Responsibilities: * Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics.
  • Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance.
  • Source high-value CASA customers and build comprehensive family banking relationships.
  • Acquire new-to-bank customers through personal efforts and acquisition channels.
  • Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day.
  • Upgrade customers from lower product categories to premium offerings.
  • Deliver excellent customer service and maintain long-term relationships.

Kotak Mahindra Bank