Personal Banker-Outbound_Branch Banking-Relationship Management_Indore

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

Job summary

Kotak Mahindra Bank in Indore district, Madhya Pradesh, is seeking a driven Personal Banker - Outbound to lead branch-level business development. This role focuses on acquiring new customers and driving sales of retail liabilities and third-party products, while delivering exceptional service and building long-term relationships.

The candidate should be energetic, goal-oriented and customer-focused, capable of meeting daily customer contact targets and promoting family banking solutions to grow

Qualifications

• Experience in branch-level sales and customer service is preferred.
• Ability to generate revenue through retail liabilities and cross-sell.
• Strong communication and relationship-building skills.

Responsibilities

• Achieve branch retail liabilities sales objectives and meet metrics.
• Generate revenue from CASA, cross-sell insurance and third-party products.
• Source high-value CASA customers and build family banking relationships.
• Acquire new-to-bank customers through personal effort and channels.
• Contact a minimum of 20 customers daily and meet at least 4 prospects daily.
• Upgrade customers to premium offerings and deliver excellent service.

Skills

Sales

Customer service

Communication

Target orientation

Tools

CASA sales tools

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.