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Personal Banker-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank

Rajkot, gujarat, India -

Full Time

Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

0.0

Posted On

02 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Customer Acquisition, Relationship Management, Sales, Retail Liabilities, Customer Service, CASA, Cross-selling, Insurance Sales, Target Achievement, Communication, Goal-oriented, Financial Services

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 relationships Driven, Customer-focused, Business Development, Customer Acquisition, Relationship Deepening, Sales (of retail liabilities and third-party products), Energetic, Goal-oriented, Customer Service, Target Achievement.

Responsibilities

The Personal Banker is responsible for driving business development at the branch level by acquiring new customers and selling retail liabilities and third-party products. They must meet daily outreach targets and maintain high-quality relationships with both new and existing clients.