Platinum Banker-Household-Outbound-Branch Banking-Service

Job Description

As a Platinum Banker, you will be the face of our bank, delivering an
exceptional customer experience. Your primary focus will be on outbound calls,
where you will engage with our household customers, offering personalized
financial solutions and building long-lasting relationships. This role is
perfect for an individual who is passionate about customer service and has a
keen interest in the banking industry.

Responsibilities

* Engage in outbound calls to existing household customers, offering tailored
financial products and services.
* Build and maintain strong relationships with customers, ensuring their
financial needs are met.
* Provide excellent customer service, addressing inquiries and concerns
promptly and professionally.
* Cross-sell and upsell bank products and services, including investments,
insurance, and wealth management solutions.
* Stay updated with the latest banking products and services to offer relevant
and timely advice to customers.




* Collaborate with other departments to ensure a seamless customer experience
across all touchpoints.
* Maintain accurate records of customer interactions and transactions, ensuring
data privacy and security.
* Attend training sessions and workshops to enhance your banking knowledge and
sales skills.
* Achieve individual and team sales targets, contributing to the overall
success of the branch.
* Represent the bank's brand and values, ensuring a positive and professional
image at all times.

Qualifications

* A bachelor's degree in business, finance, or a related field is preferred.
* Minimum 2 years of experience in a customer-facing role, preferably in
banking or financial services.
* Excellent communication and interpersonal skills, with a customer-centric
approach.
* Robust sales and negotiation skills, with a proven track record of meeting
targets.
* Ability to build rapport and establish long-term relationships with
customers.
* Pro

📌 Platinum Banker-Household-Outbound-Branch Banking-Relationship Management (New Delhi)
🏢 Kotak
📍 New Delhi