Personal Banker-Inbound_BRANCH BANKING_0466_0462_1036339

Kotak Mahindra Bank · Tamil Nadu

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To provide exceptional customer service to walk-in customers, deepen existing customer relationships, cross-sell banking products, and support branch business objectives while ensuring high standards of customer experience and compliance.

Key Responsibilities

• Attend and service walk-in customers visiting the branch.
• Understand customer needs and recommend suitable banking products and services.
• Cross-sell products such as Savings Accounts, Current Accounts, Fixed Deposits, Insurance, Mutual Funds, Credit Cards, and Personal Loans.
• Achieve monthly sales and revenue targets assigned by the branch.
• Handle customer queries, service requests, and complaints effectively.
• Maintain and strengthen relationships with existing customers.
• Ensure adherence to KYC, AML, and regulatory guidelines.
• Process account opening and customer documentation accurately.
• Support branch operations and ensure smooth customer servicing.
• Generate leads and refer opportunities for other banking products.

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