Personal Banker - Outbound Sales and Relationship Management

Kotak Mahindra Bank Limited; Jaipur; On-site; INR 300,000 - 500,000; Full time

Job summary

Kotak Mahindra Bank Limited in Jaipur seeks a driven Personal Banker - Outbound to lead branch-level customer acquisition and sales of retail liabilities and third-party products. You will contact a minimum of 20 customers daily, aim to upgrade customers to premium offerings, and deliver outstanding service while achieving defined business targets.

The role focuses on sourcing high-value CASA customers, building family banking relationships, and generating revenue through cross-sell and

Qualifications

• Customer-focused banking professional with outbound sales aptitude.
• Proven ability to meet or exceed sales targets and drive revenue.

Responsibilities

• Lead branch-level business development and acquire new-to-bank customers.
• Sell retail liabilities and third-party products, including CASA and insurance.
• Maintain long-term customer relationships and deliver exceptional service.

Skills

Customer service

Sales

Communication

Job description

Personal Banker-Outbound_Branch Banking-Relationship Management_Jaipur

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.