Personal Banker-Outbound-Branch Banking-Relationship Management

Kotak Mahindra Bank; Kurukshetra; On-site; INR 300,000 - 500,000; Full time

Job summary

Kotak Mahindra Bank is seeking a driven Personal Banker - Outbound at the branch level in India. You will lead business development, acquire new customers, and drive sales of retail liabilities and third-party products, delivering excellent service while meeting targets.

The role requires energetic, goal-oriented professionals who can source customers daily, build family banking relationships, and upgrade customers to premium offerings while maintaining long-term relationships.

Responsibilities

• Achieve branch retail liabilities sales targets (value, volume, productivity).
• Generate revenue through 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 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.