Personal Banker-Outbound_Branch Banking-Relationship Management_Una

Kotak Mahindra Bank; Una; On-site; INR 250,000 - 350,000; 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 by acquiring new customers and driving sales of retail liabilities and third-party products, delivering excellent service while achieving targets.

The role requires energy, goal orientation and a passion for building long-term customer relationships. Responsibilities include contacting a minimum of 20 customers daily and converting prospects into loyal customers.

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.

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.