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 1 Jan 2027

Posted: 1 week ago
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Job Description

  • JOB DESCRIPTION
  • ROLE:Personal Banker - Outbound
  • 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 Securities is a leading financial services company in India, offering a wide range of investment products and services. They provide brokerage services, investment advisory, and wealth management solutions to individual and institutional clients.

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