Personal Banker-Inbound_BRANCH BANKING_0466_4597_1015286

Kotak Securities · Delhi

वेतनवेतन नहीं लिखा

कहाँDelhi

प्रकारFull time

Posted9 Novकल, SimplyHired से

Kaam ने check किया

Fee, deposit या पैसे माँगने के निशान नहीं

अच्छी English चाहिए, बोलने और लिखने में

दिन का काम

गाड़ी या licence नहीं चाहिए

जो skills माँगे हैं37 लिखे हैं

Walk-in client managementLead generation from existing customersRecord-keepingCustomer communicationRetail banking product salesKYC rulesAdd-on service promotionFinancial salesCustomer relationship buildingProduct recommendationCustomer needs analysisCompliance record maintenanceDepositing cashRetail banking salesSales needs analysisClient enquiry handlingIn-person customer servicePromoting banking productsClient relationship developmentClient needs assessmentAccurate transaction records managementCheque processingClient servicesCustomer relationship managementBancassuranceConsumer revolving credit salesFinancial regulatory complianceClient communication skillsInsurance salesCredit card salesDocumentation handlingSuggestive sellingAccount managementCommunication skillsPromoting banking servicesAdd-on salesRetail banking account support

इस job के बारे में

Personal Banker - Inbound (Branch Banking Service) | Kotak Mahindra Bank

Role Purpose

The Personal Banker - Inbound is responsible for handling branch-based customer service, cash and non-cash transactions, account servicing, and cross-selling banking products while ensuring a superior customer experience and operational accuracy.

Key Responsibilities

Customer Service

Act as the first point of contact for walk-in customers.

Resolve customer queries related to accounts, deposits, payments, and banking services.

Deliver a seamless and high-quality customer experience.

Transaction Processing

Handle cash and non-cash transactions accurately and efficiently.

Process

Cash deposits & withdrawals

Demand Drafts (DD)

Cheque transactions

Account servicing requests

Maintain operational accuracy and TAT adherence.

Sales & Cross-Selling

Identify customer needs and recommend suitable banking products.

Cross-sell

Savings Accounts

Fixed Deposits

Insurance Products

Debit/Credit Cards

Other retail banking products

Operations & Compliance

Ensure process compliance and regulatory adherence.

Maintain proper documentation and transaction records.

Follow KYC, AML, and bank operational guidelines.

Required Skills

Customer Service Orientation

Cash Handling

Banking Operations

Communication Skills

Attention to Detail

Relationship Management

Sales & Cross-Selling

Problem Solving

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