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

Pune, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

11 May, 26

Salary

0.0

Posted On

10 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Business Development, Relationship Management, Cross-Selling, Retail Banking, CASA, Prospecting, Networking, Goal-Oriented, Communication, Teamwork, Problem Solving, Time Management, Customer Acquisition, Family Banking

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

Responsibilities

The Personal Banker - Outbound is responsible for acquiring new customers and driving sales of retail liabilities and third-party products. This includes generating revenue through the sale of CASA and building comprehensive family banking relationships.