Platinum Banker - Branch Banking and Customer Service

Kotak Mahindra Bank

Bengaluru/Bangalore

Not disclosed

Work from Office

Full Time

Min. 2 years

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