Team Leader-PSO-Digital Sales-Digital Banking Kotak 811-Regional Sales

Kotak Mahindra Bank; Ahmedabad District; On-site; INR 8,00,000 - 12,00,000; Full time

Job summary

A leading financial institution is seeking a Team Leader-PSO for Digital Sales. The ideal candidate will manage a team of service officers and support customer service at branches and digitally. Responsibilities include recruitment, training, and lead management. Candidates should have 3-5 years of experience in MIS, a Bachelor's degree, and excellent skills in MS Excel. This is a full-time position based in Ahmedabad, Gujarat with a focus on digital customer solutions.

Qualifications

• 3-5 years of experience in MIS or Sales Support Role.
• Graduate or Post Graduate in relevant fields.
• Excellent skills on MS Excel and hands-on experience with MS Office tools.

Responsibilities

• Manage a team of 12-15 service officers for customer service management.
• Recruitment, training, and onboarding of PSO team.
• Drive lead management discipline and adoption of Kotak learning application.

Skills

MS Excel

Leadership

Digital Savvy

Multi-tasking

Education

Bachelor's Degree

Tools

MS Office

Job description

Team Leader-PSO-Digital Sales-Digital Banking Kotak 811-Regional Sales

Ahmedabad, Gujarat, India

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Job Description

Role Name – TL-HO Performance Support Officer - Digital Sales

Department Digital Sales

Reporting Relationship National Relationship Manager – Digital Sales

Position Grade M2/M3

TL- Performance support officers (PSOs) are part of Digital Sales team. PSO vertical helps to provide customer service and query management physically at branches and digitally to mapped branches across India. The Role of Team Leader- PSO will be driving service at branches & digitally, co-ordination with branch & digital team with help of various MIS driven by his own team. Plus driving KRA and goal sheet of PSO.

• To manage team of 12 to 15 people– team of service officers- who manages physical customer service at branch plus customer solution digitally to mapped branch on various customer issues related to freeze.
• Recruitment/ Training/ On boarding process for team of PSO
• To help in driving lead management discipline at field level for campaign leads as and when required with team
• To drive adoption of Kotak learning application at field level by conducting various training session for PSO & sales teams
• To support new joinee onboarding, IT asset management and data maintenance for exits / absconding employee.
• To support teams with regular MIS Updates and analysis to help drive business
• Drive KRA of PSO & help them achieving their goal sheet
• Connect with various mapped branches thorough digitally and telephonically for all customer related issues.
• 3-5 years of experience in MIS or Sales Support Role
• Graduate/ post graduate
• Excellent skills on MS Excel & hands on experience of MS Office tools
• Digital Savvy with ability to Multi task
• Leadership experience will be preferred

Job Info

• Job Identification 227053
• Job Category KMBL
• Posting Date 01/08/2026, 10:59 AM
• Apply Before 02/08/2026, 10:59 AM
• Degree Level Bachelor's Degree
• Job Schedule Full time