Kotak Mahindra Bank Limited

Personal Banker

Kotak Mahindra Bank Limited
Lucknow
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Personal Banker-Outbound-Branch Banking-Relationship Management

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.

Job role

Work location
Work locationLucknow, Uttar Pradesh, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking Operations
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameKotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited

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You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Lucknow to get hired quickly.

The candidate should have sound communication skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

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