Personal Banker-Inbound_BRANCH BANKING_0466_1414_1006914

Location
Mumbai
Workplace
On-site
Employment
Full-time

About this role

We are seeking a customer-focused and sales-driven Personal Banker (Inbound) to manage walk-in customer relationships, deliver exceptional banking services, and drive sales of banking products. The role involves understanding customer needs, providing financial solutions, and achieving business targets while ensuring a superior customer experience.

Key Responsibilities

  • Attend to walk-in and existing customers visiting the branch.
  • Build and maintain strong customer relationships.
  • Identify customer needs and recommend suitable banking products and services.
  • Drive sales of: 
    • Savings Accounts & Current Accounts
    • Fixed Deposits
    • Credit Cards
    • Personal Loans & Home Loans
    • Insurance Products
    • Investment & Wealth Products
  • Generate referrals and cross-sell opportunities.
  • Ensure timely resolution of customer queries and service requests.
  • Complete customer onboarding and account opening processes.
  • Adhere to KYC, AML, and regulatory compliance requirements.
  • Achieve assigned sales and service targets.

Eligibility Criteria

  • Graduate/Postgraduate in any discipline.
  • 1-5 years of experience in Banking, Financial Services, Insurance, or Sales.
  • Freshers with strong communication skills may also be considered.

Required Skills

  • Relationship Management
  • Customer Service Orientation
  • Sales & Cross-Selling
  • Communication and Interpersonal Skills
  • Problem Solving Ability
  • Banking Product Knowledge
  • Target-Oriented Approach

What We Are Looking For

  • Strong customer-centric mindset.
  • Ability to build rapport and trust with customers.
  • Passion for sales and business development.
  • Excellent verbal and written communication skills.
  • Team player with a positive attitude and willingness to learn.

Preferred Background

Candidates from Retail Banking, NBFCs, Insurance, Wealth Management, Financial Services, Telecom, and Customer-Facing Sales roles are encouraged to apply.

 

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Read the Personal Banker-Inbound_BRANCH BANKING_0466_1414_1006914 listing at Kotak Mahindra Bank (https://www.getclera.com/jobs/kotak-mahindra-bank/personal-banker-inbound-branch-banking-0466-1414-1006914-h03f4ysv3mp5) and tell me whether it fits my profile. Save it for me if it does.
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