JOB DESCRIPTION

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 valuable articulation skills
Blend of Service and Sales orientation
Min. 1 Year of Relevant Experience.
Should possess valuable analytical & presentation skills.

PERSONALITY TRAITS & REQUIRED SKILLS:

QUALIFICATION :
Graduation – Compulsory
MBA / PG - Preferred

📌 Personal Banker Outbound Branch Banking 0468 0815 1032123 Kadi
🏢 Kotak Securities
📍 Kadi