Elite Banker-Inbound_BRANCH BANKING_0466_2938_1006862

Kotak Mahindra Bank; Jamnagar; On-site; INR 350,000 - 650,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Elite Banker - Inbound to support branch operations and provide exceptional service to walk-in customers in India. The role emphasizes resolving queries, non-transactional servicing, reconciliation, and proactive cross-selling of financial products.

The incumbent will back up Personal Bankers during peak hours, generate leads for New-To-Bank clients, and ensure compliance with regulatory guidelines while delivering a high-quality customer experience that drives

Qualifications

• Customer-facing experience in banking or financial services.
• Ability to generate leads and cross-sell financial products.
• Strong communication and problem-solving skills.

Responsibilities

• Serve walk-in customers across segments with prompt, courteous assistance.
• Generate NTB leads and actively cross-sell financial products.
• Back up Personal Banker during peak hours or absences.
• Handle non-transactional servicing tasks such as audit support and reconciliation of branch accounts.
• Resolve customer queries efficiently and professionally.
• Identify business opportunities during customer interactions.
• Deliver high-quality customer experience to enhance retention and referrals.
• Ensure compliance with internal policies and regulatory guidelines.

Skills

Customer service

Cross-selling

Walk-in support

Query resolution

Job description

Job Description:

We are looking for a customer-focused and experienced Elite Banker - Inbound to support branch banking operations and deliver high-quality service to walk-in customers. The Elite Banker will play a key role in servicing clients across segments, resolving queries, and supporting the Service Officer as needed. This role also involves non-transactional servicing, reconciliation, and cross-selling of financial products.

Responsibilities

1. Service walk-in customers across all segments, ensuring prompt and courteous assistance.
2. Generate leads for New-To-Bank (NTB) customers and actively cross-sell financial products.
3. Act as a backup to the Personal Banker during peak hours or absences.
4. Handle non-transactional servicing tasks such as audit support and reconciliation of branch accounts.
5. Resolve customer queries efficiently and professionally.
6. Identify and capitalize on business opportunities sensed during customer interactions.
7. Deliver a high-quality customer experience to encourage retention and positive word-of-mouth.
8. Ensure compliance with internal policies and regulatory guidelines.