Personal Banker-Outbound_BRANCH BANKING_0468_2766_1036942

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

Job summary

Kotak Mahindra Bank is seeking a driven Personal Banker - Outbound to lead branch-level business development, acquire new customers and drive sales of retail liabilities and third-party products. The role focuses on delivering exceptional service while meeting sales targets and building long-term relationships with customers.

The ideal candidate is energetic, goal-oriented, and comfortable contacting customers daily, showcasing products such as CASA and insurance, and contributing to the bank's

Responsibilities

• Achieve retail liabilities sales targets at the branch, meeting value and volume goals.
• Sell CASA, cross-sell products, and third-party offerings like insurance.
• Source high-value CASA customers and build family banking relationships.
• Acquire new-to-bank customers through personal effort and channels.
• Contact a minimum of 20 customers daily and meet at least 4 prospects per day.
• Upgrade customers to premium product offerings.
• Deliver excellent service and maintain long-term relationships.

Job description

Job 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.

Responsibilities

1. Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics.
2. Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance.
3. Source high-value CASA customers and build comprehensive family banking relationships.
4. Acquire new-to-bank customers through personal efforts and acquisition channels.
5. Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day.
6. Upgrade customers from lower product categories to premium offerings.
7. Deliver excellent customer service and maintain long-term relationships.