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Personal Banker-Outbound Branch Banking-Relationship Management Patiala

Kotak Mahindra Bank·Patiala, Punjab

Pay not statedJunior levelFull-time

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About the role

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.

What you'll do

  • 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
  • Deliver excellent customer service and maintain long-term relationships

What you need

  • Cross-selling
  • Customer service
  • Sales
  • Business development
  • Insurance
  • Any graduate

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