Personal Banker-Outbound_BRANCH BANKING_0468_2768_1002190
- LocationVadodara, Gujarat, India
- Work typeOn-site
- EmploymentFull-time
- Posted30 October 2026
- SourceKotak Mahindra Bank's careers page (Oracle Recruiting)
Live checkFirst seen 7 days ago; still listed on Kotak Mahindra Bank's careers page 2 h ago.
Moves fastWhen Kotak Mahindra Bank takes a role down early, it is usually about 6 days after posting. Apply soon.
At a glance
- Experience1+ year
- EducationMaster's degree (preferred)
Read from the ad by RoleFinder, with rules and an AI reading; the description is the source.
About the role
ROLE : Personal Banker - Outbound
GRADE: M2 - Deputy Manager
LOCATION :
JOB DESCRIPTION
- Responsible for NTB acquisition of customers.
- Responsible for successfully contacting 20 customers per day.
- Responsible for meeting 4 customers/ prospects per day.
- Responsible for upgrading customers from a lower product category to higher product category
- Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day.
- Identifies the training needs and puts the capability building plan in place
- Gathers the gather market information / competition trends to facilitate product developments / Improvements by HO Product Team.
- Monitors the services standards/TAT and fixes the gaps, if any, by taking up with H.O
- Responsible for the quality of the accounts and compliance issues
- Ensures all customer queries/complaints, if any, are responded within the defined TAT
- Ensures that the branches / channels are adhered to all processes & guidelines
- Responsible for the channel / team’s productivity
- Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy
- Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction
- Must be an effective communicator. Need to have good articulation skills
- Blend of Service and Sales orientation
- Min. 1 Year of Relevant Experience.
- Should possess good analytical & presentation skills.
PERSONALITY TRAITS & REQUIRED SKILLS:
QUALIFICATION :
- Graduation – Compulsory
- MBA / PG - Preferred
Responsibilities
- 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.
Get open roles ranked against your CV
Add your CV once. RoleFinder ranks the open roles where you want to work, plus remote ones, against it, shows your best 12 with a one-line reason each, and emails you new matches once a week. The file is read once by AI and not kept; employers never see it.
Sign in with Google or email to start. How we handle your CV