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Platinum Banker-Inbound Branch Banking-Service Gurgaon

Kotak Mahindra Bank·Gurugram

Pay not statedJunior levelFull-time
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About the role

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.

What you'll do

  • 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
  • Review end products and clear transactions of ₹10 lakhs and above

What you need

  • Cross-selling
  • Mutual funds
  • Compliance
  • Audit
  • Any graduate

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