Personal Banker - Outbound Sales and Relationship Management

Kotak Mahindra Bank; Chennai; On-site; INR 250,000 - 450,000; Full time

Job summary

Kotak Mahindra Bank in Chennai seeks a driven Personal Banker - Outbound to grow branch-based customer base and retail liabilities sales.

You will acquire new customers, promote CASA and third-party products, cross-sell and build long-term relationships while meeting daily contact targets and branch revenue goals. This role emphasizes customer service excellence and achievement of business metrics.

Responsibilities

• Acquire new customers and drive sales of retail liabilities and third-party products.
• Meet branch objectives for retail liabilities, CASA, cross-sell and revenue targets.
• Source high-value CASA customers and build family banking relationships.
• Contact at least 20 customers daily and meet 4 prospects daily.

Job description

Personal Banker-Outbound_Branch Banking-Relationship Management_Chennai

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.