Personal Banker - Outbound Sales and Relationship Management

Kotak Mahindra Bank Limited; Indore District; On-site; INR 300,000 - 540,000; Full time

Job summary

Kotak Mahindra Bank Limited in Indore seeks a driven Personal Banker - Outbound to lead branch-level business development, acquire new customers and drive sales of retail liabilities and third-party products. You will source high-value CASA customers, build family banking relationships, and meet daily outreach targets.

The role emphasizes delivering excellent customer service while achieving defined business objectives and premiums upgrades where appropriate.

Qualifications

• Customer-focused Personal Banker-Outbound at branch level.
• Acquires new customers and drives sales of retail liabilities and third-party products.
• Delivers exceptional customer service while achieving business targets.
• Generates revenue through CASA, cross-selling and third-party offerings.
• Sources high-value CASA customers and builds family banking relationships.
• Contacts a minimum of 20 customers daily and meets at least 4 prospects per day.
• Upgrades customers to premium offerings and maintains long-term relationships.

Responsibilities

• Lead business development at the Indore branch.
• Drive sales of CASA and third-party products.
• Acquire new-to-bank customers and source via personal and acquisition channels.
• Ensure high-quality customer service and relationship management.

Job description

Personal Banker-Outbound_Branch Banking-Relationship Management_Indore

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.