Personal Banker-Outbound_Branch Banking-Relationship Management_Mumbai

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

Job summary

Kotak Mahindra Bank in Mumbai seeks a driven Personal Banker - Outbound to lead business development at the branch level. You will acquire new customers and drive sales of retail liabilities and third-party products, delivering exceptional service while achieving targets.

The ideal candidate is energetic, goal-oriented, and customer-focused, able to work in a fast-paced environment and meet daily outreach and conversion goals.

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.

Skills

Sales skills

Customer service

Communication

Relationship building

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.