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ROLE: Personal Banker - Outbound

GRADE: M2 - Deputy Manager

LOCATION:

JOB DESCRIPTION

- Responsible for NTB acquisition of customers.
- Responsible for successfully contacting 20 customers per day.
- Responsible for meeting 4 customers/ prospects per day.
- Responsible for upgrading customers from a lower product category to higher product category
- Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day.
- Identifies the training needs and puts the capability building plan in place
- Gathers the gather market information / competition trends to facilitate product developments / Improvements by HO Product Team.
- Monitors the services standards/TAT and fixes the gaps, if any, by taking up with H.O
- Responsible for the quality of the accounts and compliance issues
- Ensures all customer queries/complaints, if any, are responded within the defined TAT




- Ensures that the branches / channels are adhered to all processes & guidelines
- Responsible for the channel / team’s productivity
- Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy
- Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction
- Must be an effective communicator. Need to have positive articulation skills
- Blend of Service and Sales orientation
- Min. 1 Year of Relevant Experience.
- Should possess good analytical & presentation skills.

PERSONALITY TRAITS & REQUIRED SKILLS:

QUALIFICATION:

- Graduation – Compulsory
- MBA / PG - Preferred

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_0468_2768_1002190 (Vadodara)
🏢 Kotak Mahindra Bank
📍 Vadodara