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Personal Banker-Outbound-Branch Banking-Relationship Management

Talentmate

India

6th September 2026

2609-37959-2174

Job 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.

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.

Job Details

Role Level:	Entry-Level	Work Type:	Full-Time
Country:	India	City:	Saharanpur ,Uttar Pradesh
Company Website:	http://www.kotak.com	Job Function:	Sales
Company Industry/ Sector:	Banking

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