Personal Banker-Outbound_BRANCH BANKING_0468_0815_1032123

Department Icon BFSI (Operations & Lending)
Posted: 1 week ago
0-1 years
Kadi, Gujarat
BFSI (Operations & Lending)
work from office
Full Time
Closes 30 Dec 2026

Posted: 1 week ago
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Job Description

  • JOB DESCRIPTION
  • ROLE:Personal Banker - Outbound
  • GRADE:M2 - Deputy Manager
  • LOCATION:
  • JOBDESCRIPTION
  • Responsible for NTB acquisition of customers.
  • Responsible for successfully contacting 20 customers per day.
  • Responsible for meeting 4 customers/ prospects per day.
  • Responsible for upgrading customers from a lower product category to higher product category
  • Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day.
  • Identifies the training needs and puts the capability building plan in place
  • Gathers the gather market information / competition trends to facilitate product developments / Improvements by HO Product Team.
  • Monitors the services standards/TAT and fixes the gaps, if any, by taking up with H.O
  • Responsible for the quality of the accounts and compliance issues
  • Ensures all customer queries/complaints, if any, are responded within the defined TAT
  • Ensures that the branches / channels are adhered to all processes & guidelines
  • Responsible for the channel / teams productivity
  • Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy
  • Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction
  • Must be an effective communicator. Need to have good articulation skills
  • Blend of Service and Sales orientation
  • Min. 1 Year of Relevant Experience.
  • Should possess good analytical & presentation skills.

PERSONALITY TRAITS & REQUIRED SKILLS:

QUALIFICATION:

  • Graduation - Compulsory
  • MBA / PG - Preferred

Skills

SalesAcquisition

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About Company

Kotak Mahindra Bank is a leading Indian private sector bank known for its innovative banking solutions and customer-centric approach. With a comprehensive suite of financial products and services, including retail banking, investment banking, and wealth management, the bank caters to the diverse needs of individuals, businesses, and corporations across the country. Kotak Mahindra Bank careers offer a dynamic and engaging work environment where professionals can thrive, innovate, and contribute to the bank's mission of delivering exceptional value. Employees are encouraged to pursue excellence, with ample opportunities for professional growth and development. For those looking to forge a successful career in banking, Kotak Mahindra Bank careers present a platform to be part of a progressive, growth-oriented organization.  

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