Personal Banker-Outbound-Branch Banking-Relationship Management

Kotak Mahindra Bank; Thane; On-site; INR 350,000 - 550,000; Full time

Job summary

Kotak Mahindra Bank in Thane, Maharashtra 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. You will contact customers daily, aim to convert prospects, and deliver outstanding service while hitting growth targets.

You will join a dynamic team in a branch setting, prioritizing relationship building, cross-selling, and meeting daily activity metrics.

Qualifications

• Experience in retail banking or sales preferred.
• Ability to acquire new customers and build relationships.
• Strong communication and customer service skills.
• Target-driven with ability to meet daily contact goals.

Responsibilities

• Achieve branch retail liabilities sales objectives with value and volume targets.
• Generate revenue through CASA sales and cross-selling third-party products.
• Source high-value CASA customers and build family banking relationships.
• Acquire new-to-bank customers via personal efforts and channels.
• Contact at least 20 customers daily and meet 4 prospects per day.
• Upgrade customers to premium product offerings.
• Deliver excellent service and maintain long-term relationships.

Skills

Customer focus

Sales skills

Communication skills

Target driven

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.