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Personal Banker-Outbound_Branch Banking-Relationship Management_Patiala

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

Outbound personal banking relationship management.

BankingInsurance

Details

Found
32 d ago · posted 2026-09-28
Location
Patiala, Punjab

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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