Regional Manager-Customer 360-Branch Banking-Sales Key Responsibilities: Customer Engagement: Interact with mapped customers via meetings, video calls, and telephonic conversations. Handle a mapped book of ~1000–1500 customers across 2–3 branches (C Category). Demonstrate and enroll customers in digital banking services. Sales & Business Development: Cross-sell and upsell across: Assets: Home Loans, LAP, Car Loans, Personal Loans, Gold Loans, Working Capital, Commercial Vehicle Loans.

Liabilities: Current Accounts, Savings Accounts, Term Deposits.

Third Party Products: Life Insurance, General Insurance, Mutual Funds (Trinity). Convert leads from VRM (Virtual RM) and CEC (Customer Engagement Center). Achieve monthly sales and revenue targets.

Relationship Management: Deepen existing relationships in CA, SA, and TD segments.



Ensure customer stickiness and upgrade category. Handle service requirements like account opening, cheque book issuance, and product feature explanation.

Collaboration: Work closely with internal teams (LI, GI, KSEC, IC, Asset) for timely business conversion. Drive service activations and customer acquisition through referrals and family households.

Candidate Requirements: Education: Graduate/Postgraduate in any stream.

Experience: Minimum 1 year in banking or financial services.

Skills: Robust communication and interpersonal skills. Sales acumen and customer-centric approach. Energetic, confident, and a go-getter attitude.

Experience Level Mid Level

📌 Regional Manager-Customer 360-Branch Banking-Sales (Chandigarh)
🏢 Kotak Mahindra Bank
📍 Chandigarh