Platinum Banker - Branch Banking and Customer Service
Kotak Mahindra Bank
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Platinum Banker - Branch Banking and Customer Service
Kotak Mahindra Bank
Bengaluru/Bangalore
Not disclosed
Job Details
Job Description
Platinum Banker-Inbound-Branch Banking-Service
We are seeking a meticulous and experienced Platinum Banker - Inbound to manage high-value transactions and ensure operational excellence at the branch. This role involves servicing walk-in customers, generating leads, cross-selling financial products, and ensuring strict compliance with regulatory and audit requirements. The Authoriser will also act as a key custodian and play a pivotal role in maintaining service quality and team coordination.
Service walk-in customers across all segments with professionalism and efficiency
Generate leads for New-To-Bank customers and cross-sell products such as Term Deposits (TD), Mutual Funds (MF), CASA, and Gold
Ensure regulatory and procedural compliance across all branch operations
Coordinate and support branch audits
Deliver service excellence to enhance customer retention and cross-sell opportunities
Authorize and verify entries made by inputer
Review end products and clear transactions of ₹10 lakhs and above
Act as vault/key custodian and ensure secure handling of branch assets
Meticulousness, experience in managing high-value transactions, operational excellence, customer service, lead generation, cross-selling financial products, compliance adherence, understanding of regulatory requirements, understanding of audit requirements, custodianship, maintaining service quality, team coordination.
Job role
Work location
Bangalore, Karnataka, India
Department
Banking / Insurance / Financial Services
Role / Category
Banking/Loan Sales
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 2 years
About company
Name
Kotak Mahindra Bank
Job posted by Kotak Mahindra Bank
Apply on company website