Personal Banker-Outbound_Branch Banking-Relationship Management_Kota
Kotak Mahindra Bank · kotak.com
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The job in short
Outbound personal banking relationship management.
BankingInsurance
Details
- Found
- 33 d ago · posted 2026-09-29
- Location
- Kota, Rajasthan
Full description
We are seeking a driven and customer-focused Personal Banker - Outbound to lead business development efforts at the branch level. The role involves acquiring new customers and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while achieving business targets.
• 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 new-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.
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