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Personal Banker
Kotak Mahindra Bank
Experience n/a
Full-time
Patna, Bihar, India
Job description
Sales
Finance
Experience n/a
## 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…
Skills
Primary
Secondary
Responsibilities
Achieve business objectives for retail liabilities sales
Generate revenue through sales of CASA, cross-sell products, and third-party offerings
Source high-value CASA customers and build family banking relationships
Acquire new-to-bank customers
Contact a minimum of 20 customers daily
Meet at least 4 customers/prospects per day
Upgrade customers to premium offerings
Deliver excellent customer service and maintain long-term relationships