Job highlights

- Graduate with MBA/PGDM preferred and 2-4 years experience in Retail Banking Sales or CASA Sales
- Acquire new-to-bank customers, drive sales of retail banking products, generate cross-sell/up-sell opportunities, achieve business targets, and handle customer queries

Role & responsibilities

- Acquire new-to-bank (NTB) customers through branch walk-ins, references, and field sourcing.
- Drive sales of retail banking products including:

- Savings Accounts

- Current Accounts

- Fixed Deposits

- Recurring Deposits

- Debit Cards

- Personal Loans

- Home Loans

- LAP (Loan Against Property)

- Insurance Products
- Investment & Wealth Products
- Generate cross-sell and up-sell opportunities from the existing customer base.




- Achieve monthly, quarterly, and annual business targets.
- Build and maintain solid relationships with customers.
- Understand customer financial needs and recommend suitable banking solutions.
- Ensure high customer satisfaction and long-term engagement.
- Handle customer queries, service requests, and grievances promptly.

Preferred candidate profile

- Graduate in any discipline.
- MBA/PGDM preferred.
- 2 to 4 years of experience in Retail Banking Sales, Branch Banking, CASA Sales

📌 Relationship Manager (Indore)
🏢 Kotak Mahindra Bank
📍 Indore