Personal Banker - Outbound Sales

Kotak Mahindra Bank Limited; New Delhi; On-site; INR 450,000 - 700,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking a Senior Personal Banker - Outbound to drive retail liabilities and third-party product sales from the branch. You will engage customers directly, nurture relationships, and aim to achieve branch-level revenue targets through CASA growth and cross-selling.

The role emphasizes energetic, goal-oriented professionals who deliver exceptional service while meeting daily customer contact and sales metrics.

Qualifications

• Experience in selling retail banking products is desirable
• Strong customer service and communication skills
• Target-driven approach with ability to meet sales metrics

Responsibilities

• Lead business development at branch level for personal banking products
• Acquire new-to-bank customers and grow CASA and other liabilities
• Cross-sell third-party products and insurance offerings
• Contact a minimum of 20 customers daily and meet at least 4 prospects per day
• Build long-term family banking relationships and upgrade customers to premium offerings

Job description

Personal Banker-Outbound_BRANCH BANKING-Area Head's Office_Delhi

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