Elite Banker-Inbound_Branch Banking-Service_Pune

Kotak Mahindra Bank; Dhayari; On-site; INR 300,000 - 420,000; Full time

Job summary

Kotak Mahindra Bank in India seeks an Elite Banker - Inbound to support branch operations and deliver high-quality service to walk-in customers. The Elite Banker will resolve queries and assist across segments, with a focus on cross-selling financial products.

The role also involves backing up Personal Bankers during peak hours, handling non-transactional servicing and reconciliation, and ensuring adherence to policies and regulatory guidelines to deliver an excellent customer experience.

Qualifications

• Experience in branch banking or Elite Banker role.
• Strong communication and problem-solving skills.
• Ability to generate leads and upsell financial products.

Responsibilities

• Service walk-in customers across all segments, ensuring prompt and courteous assistance.
• Generate leads for New-To-Bank (NTB) customers and actively cross-sell financial products.
• Act as a backup to the 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 and capitalize on business opportunities sensed during customer interactions.
• Deliver a high-quality customer experience to encourage retention and positive word-of-mouth.
• Ensure compliance with internal policies and regulatory guidelines.

Skills

Customer service

Walk-in banking

Cross-selling

Query resolution

Team coordination

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.