Personal Banker-Outbound-Branch Banking-Relationship Management (Gurugram)

Personal Banker-Outbound-Branch Banking-Relationship Management (Gurugram)

06 Sep
|
Kotak
|
Gurugram

06 Sep

Kotak

Gurugram

We are seeking a driven and customer-focused Personal Banker - Outbound to lead
business development efforts at the branch level. The role involves acquiring
recent 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.

RESPONSIBILITIES

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.

📌 Personal Banker-Outbound-Branch Banking-Relationship Management (Gurugram)
🏢 Kotak
📍 Gurugram

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