About the Role

We are seeking a customer-focused and sales-driven Personal Banker (Inbound) to manage walk-in customer relationships, deliver exceptional banking services, and drive sales of banking products. The role involves understanding customer needs, providing financial solutions, and achieving business targets while ensuring a superior customer experience.

Key Responsibilities

- Attend to walk-in and existing customers visiting the branch.
- Build and maintain strong customer relationships.
- Identify customer needs and recommend suitable banking products and services.
- Drive sales of:
- Savings Accounts & Current Accounts
- Fixed Deposits
- Credit Cards
- Personal Loans & Home Loans
- Insurance Products
- Investment & Wealth Products

- Generate referrals and cross-sell opportunities.
- Ensure timely resolution of customer queries and service requests.
- Complete customer onboarding and account opening processes.
- Adhere to KYC, AML, and regulatory compliance requirements.
- Achieve assigned sales and service targets.

Eligibility Criteria





- Graduate/Postgraduate in any discipline.
- 1-5 years of experience in Banking, Financial Services, Insurance, or Sales.
- Freshers with strong communication skills may also be considered.

Required Skills

- Relationship Management
- Customer Service Orientation
- Sales & Cross-Selling
- Communication and Interpersonal Skills
- Problem Solving Ability
- Banking Product Knowledge
- Target-Oriented Approach

What We Are Looking For

- Robust customer-centric mindset.
- Ability to build rapport and trust with customers.
- Passion for sales and business development.
- Excellent verbal and written communication skills.
- Team player with a positive attitude and willingness to learn.

Preferred Background

Candidates from Retail Banking, NBFCs, Insurance, Wealth Management, Financial Services, Telecom, and Customer-Facing Sales roles are encouraged to apply.

📌 Personal Banker-Inbound_BRANCH BANKING_0466_1414_1006914 (Mumbai)
🏢 Kotak Securities
📍 Mumbai