Personal Banker-Outbound-Branch Banking-Relationship Management

Kotak Mahindra Bank Ltd; Dadri; On-site; INR 300,000 - 550,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a driven Personal Banker - Outbound at the branch level to lead business development, acquire new customers and drive sales of retail liabilities and third‑party products.

You will source high‑value CASA customers, build family banking relationships, contact a minimum of 20 customers daily, and upgrade clients to premium offerings while delivering outstanding service and achieving branch targets.

Responsibilities

• 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.

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.

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.