Personal Banker - Outbound Sales

Kotak Mahindra Bank Limited; Gurugram District; On-site; INR 400,000 - 650,000; Full time

Job summary

Kotak Mahindra Bank Limited in Gurgaon is seeking a driven Senior Personal Banker - Outbound to lead branch-level business development, acquiring new customers and selling retail liabilities and third-party products.

The role focuses on delivering excellent service, meeting revenue targets, sourcing high-value CASA customers, and building lasting family banking relationships.

Qualifications

• Senior level role in branch banking.
• Drive retail liabilities sales and cross-sell third-party products.
• Source high-value CASA customers and build family banking relationships.
• Contact a minimum of 20 customers daily; meet 4 prospects per day.

Responsibilities

• Lead business development at the branch level.
• Acquire new-to-bank customers through direct outreach and acquisition channels.
• Deliver exceptional customer service while achieving business targets.
• Upgrade customers to premium offerings and meet value/volume metrics.

Skills

Customer focus

Sales orientation

Communication skills

Job description

Personal Banker-Outbound_BRANCH BANKING-Area Head's Office_Gurgaon

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. 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. Experience Level Senior Level