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    Job · 22476457

    Kotak Securities logo

    Personal Banker-Inbound_BRANCH BANKING_0466_0462_1036339

    Kotak Securities · Not specified · onsite · Posted 1d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    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.

    Sourced from foundit

    Skills

    Customer ServiceRevenue TargetsSalesDocumentationAmlKYCAccount Opening

    About Kotak Securities

    Kotak Securities logo

    Kotak Securities

    Financial Services

    4.6k+

    employees

    1994

    32 years old

    Mumbai, Maharashtra

    India

    ₹8.5L PA avg

    Avg at Kotak Securities

    About

    Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    2.8

    Career growth

    3.0

    Work-life

    3.7

    Employees rate it well for

    Work-Life Balance36Overall Company36

    Find them on

    WebsiteLinkedInAmbitionBox reviews

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