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Personal Banker-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
, gujarat, India -
Full Time

Start Date

Immediate

Expiry Date

08 Sep, 26

Salary

0.0

Posted On

10 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Business Development, Customer Acquisition, Relationship Management, Retail Liabilities Sales, Cross-selling, Customer Service, Target Achievement, CASA Sales, Third-party Product Sales

Industry

Banking

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.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 relationshipsDriven, Customer-focused, Business Development, Customer Acquisition, Relationship Deepening, Sales (of retail liabilities and third-party products), Energetic, Goal-oriented, Customer Service, Target Achievement.
Responsibilities
Lead business development efforts at the branch level to acquire new customers and drive sales of retail liabilities and third-party products. Focus on generating revenue through CASA and insurance while maintaining long-term customer relationships.