Kotak Mahindra Bank

Personal Banker-Outbound-Branch Banking-Relationship Management

Kotak Mahindra Bank  •  Republic of India (Onsite)  •  2 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.
27
AI Success™

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.

  1. Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics.
  2. Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance.
  3. Source high-value CASA customers and build comprehensive family banking relationships.
  4. Acquire new-to-bank customers through personal efforts and acquisition channels.
  5. Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day.
  6. Upgrade customers from lower product categories to premium offerings.
  7. Deliver excellent customer service and maintain long-term relationships.
Kotak Mahindra Bank

About Kotak Mahindra Bank

About Kotak Mahindra Group:

Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.

The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.

The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Mumbai, IN
Year Founded
1985
Website
kotak.com
Social Media