Personal Banker - Outbound Sales and Relationship Management

Kotak Mahindra Bank Limited; Bodeli; Sur place; INR 300 000 - 600 000; Plein temps

Résumé du poste

Kotak Mahindra Bank Limited in Bodeli is seeking a Personal Banker - Outbound to drive branch level business development, acquire customers, and push retail liabilities and third‑party products. You will aim to meet targets, generate revenue through CASA and cross‑selling, and build strong family banking relationships.

The role requires energy, goal orientation, and a focus on delivering exceptional customer service while achieving business objectives.

Qualifications

• Experience in branch banking sales preferred
• Ability to contact 20 customers daily and meet 4 prospects per day
• Strong customer service and cross-selling skills

Responsabilités

• Lead branch-level business development and acquire new customers
• Drive sales of retail liabilities and third‑party products
• Generate revenue through CASA and cross‑sell insurance
• Source high‑value CASA customers and build family banking relationships
• Acquire new‑to‑bank customers through personal efforts and channels
• Upgrade customers to premium offerings
• Deliver excellent service and maintain long‑term relationships

Connaissances

Customer focus

Sales

Retail banking

Relationship building

Communication

Outils

CRM software

Description du poste

Personal Banker-Outbound_Branch Banking-Relationship Management_Bodeli

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.