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 positive analytical & presentation skills.
PERSONALITY TRAITS & REQUIRED SKILLS:
QUALIFICATION:
Graduation - Compulsory
MBA / PG - Preferred
Responsibilities: * Achieve business objectives for retail liabilities sales at the branch, meeting value, volume, and productivity metrics.
Generate revenue through the sale of CASA, cross-sell products, and third-party offerings like insurance.
Source high-value CASA customers and build comprehensive family banking relationships.
Acquire recent-to-bank customers through personal efforts and acquisition channels.
Contact a minimum of 20 customers daily and meet at least 4 customers/prospects per day.
Upgrade customers from lower product categories to premium offerings.
Deliver excellent customer service and maintain long-term relationships.
📌 Personal Banker Outbound Branch Banking 0468 2768 1002190 Vadodara
🏢 Kotak Mahindra Bank
📍 Vadodara
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