Elite Banker-Inbound_Branch Banking-Service_Surat

Kotak Mahindra Bank; Surat; On-site; INR 300,000 - 540,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Elite Banker - Inbound to support branch operations and deliver high-quality service to walk-in customers across segments. The role involves resolving queries, cross-selling financial products, and backing up the Personal Banker as needed.

You will generate NTB leads, handle non-transactional servicing like audits and reconciliation, and ensure compliance with regulatory guidelines to deliver a superior customer experience.

Responsibilities

• Serve walk-in customers across all segments with prompt, courteous service.
• Generate leads for NTB customers and cross-sell financial products.
• Act as backup to 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 during interactions.
• Deliver a high-quality customer experience to encourage retention.
• Ensure compliance with internal policies and regulatory guidelines.

Skills

Customer focus

Cross-selling

Walk-in service

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.