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

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

26 Jun, 26

Salary

0.0

Posted On

28 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Customer Focus, Sales, Retail Liabilities, CASA, Cross-selling, Third-Party Products, Relationship Management, Customer Acquisition, Goal-Oriented, Product Upgrading, Customer Service

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

This role involves leading business development at the branch level by acquiring new customers and driving sales of retail liabilities and third-party products. Key activities include achieving sales objectives, sourcing high-value CASA customers, and maintaining long-term customer relationships.