Personal Banker-Outbound_Branch Banking-Relationship Management_Aluva

Kotak Mahindra Bank; Ernakulam; On-site; INR 350,000 - 600,000; Full time

Job summary

Kotak Mahindra Bank is seeking a driven Personal Banker - Outbound to lead branch-level business development and acquire new customers. The role focuses on selling retail liabilities and third-party products while delivering exceptional service to meet business targets.

The ideal candidate is energetic, goal-oriented, and customer-focused, capable of building long-term relationships and driving revenue through strategic cross-selling.

Responsibilities

• Achieve branch retail liabilities objectives (value, volume, productivity)
• Generate revenue from CASA, cross-sell, 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 acquisition channels
• Contact a minimum of 20 customers daily and meet at least 4 customers/prospects daily
• Upgrade customers to premium offerings from lower product categories
• 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.