Personal Banker-Outbound-Branch Banking-Relationship Management

Kotak Mahindra Bank; Ghaziabad District; 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 and drive sales of retail liabilities and third-party products. You will actively acquire customers and build lasting relationships while delivering superior service.

Key responsibilities include meeting branch targets for CASA and other products, sourcing high-value CASA customers, contacting at least 20 customers daily, and transitioning customers to premium offerings through proactive

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.
• Deliver excellent customer 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.

Requirements: