Personal Banker-Inbound_BRANCH BANKING_0466_0462_1036339
Kotak Securities · Not specified · onsite · Posted 1d ago
Not disclosedFresherfulltimeSourced from
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
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
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