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Personal Banker-Outbound-Branch Banking-Relationship Management

Kotak Mahindra Bank — Mumbai, MUMBAI

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Experience 0-5 Years yrs
Age 21-35 yrs
Gender Both
Salary Not Disclosed LPA
Department Sales Loans
Product Loans

Job Description

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

 

Driven, Customer-focused, Business Development, Customer Acquisition, Relationship Deepening, Sales (of retail liabilities and third-party products), Energetic, Goal-oriented, Customer Service, Target Achievement.

Frequently Asked Questions

What are the eligibility criteria for the Personal Banker-Outbound-Branch Banking-Relationship Management job at Kotak Mahindra Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Personal Banker-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Personal Banker-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank.

Is prior experience required for this position?

This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Personal Banker-Outbound-Branch Banking-Relationship Management role at Kotak Mahindra Bank?

You can apply directly using the Apply Now button on this page, which will take you to Kotak Mahindra Bank's application process for this role.