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Platinum Banker-Inbound_Branch Banking-Service_Lucknow

Kotak Mahindra Bank · kotak.com
LucknowOn-site
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The job in short

Inbound bank customer service agent, India.

AuditBankingCompliance

Details

Found
33 d ago · posted 2026-09-28
Location
Lucknow, Uttar Pradesh

Full description

We are seeking a meticulous and experienced Platinum Banker - Inbound to manage high-value transactions and ensure operational excellence at the branch. This role involves servicing walk-in customers, generating leads, cross-selling financial products, and ensuring strict compliance with regulatory and audit requirements. The Authoriser will also act as a key custodian and play a pivotal role in maintaining service quality and team coordination. • Service walk-in customers across all segments with professionalism and efficiency. • Generate leads for New-To-Bank customers and cross-sell products such as Term Deposits (TD), Mutual Funds (MF), CASA, and Gold. • Ensure regulatory and procedural compliance across all branch operations. • Coordinate and support branch audits. • Deliver service excellence to enhance customer retention and cross-sell opportunities. • Authorize and verify entries made by inputer. • Review end products and clear transactions of ₹10 lakhs and above. • Act as vault/key custodian and ensure secure handling of branch assets.

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