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Elite Banker - inbound - branch Banking - service

Work with customers at the Mumbai branch to cross-sell financial products
Mumbai
Entry Level
3 days ago
Kotak

Kotak

Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.

Elite Banker - Inbound

We are looking for a customer-focused and experienced Elite Banker - Inbound to support branch banking operations and deliver high-quality service to walk-in customers. The Elite Banker will play a key role in servicing clients across segments, resolving queries, and supporting the Service Officer as needed. This role also involves non-transactional servicing, reconciliation, and cross-selling of financial products.

Responsibilities

Service walk-in customers across all segments, ensuring prompt and courteous assistance.

Generate leads for New-To-Bank (NTB) customers and actively cross-sell financial products.

Act as a backup to the Personal Banker during peak hours or absences.

Handle non-transactional servicing tasks such as audit support and reconciliation of branch accounts.

Resolve customer queries efficiently and professionally.

Identify and capitalize on business opportunities sensed during customer interactions.

Deliver a high-quality customer experience to encourage retention and positive word-of-mouth.

Ensure compliance with internal policies and regulatory guidelines.

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Elite Banker - inbound - branch Banking - service
Mumbai
Support
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.