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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

03 Jun, 26

Salary

0.0

Posted On

05 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Customer Acquisition, Relationship Management, Sales, Customer Service, Target Achievement, Cross-sell, Goal-oriented

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

This role is responsible for leading business development efforts at the branch level by acquiring new customers and driving sales of retail liabilities and third-party products. The banker must achieve specific business objectives related to value, volume, and productivity metrics for these sales.