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Platinum Banker - inbound - branch Banking - service
Oversee inbound platinum banking operations and cross-sell financial products at the Pune branch.
Pune, Mahārāshtra, India
Mid-Level
7 hours agoBe an early applicant
Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.
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Platinum Banker - Inbound
We are seeking a meticulous and experienced Platinum Banker - Inbound to manage high-value transactions and ensure operational excellence at the branch. This role involves servicing walk-in customers, generating leads, cross-selling financial products, and ensuring strict compliance with regulatory and audit requirements. The Authoriser will also act as a key custodian and play a pivotal role in maintaining service quality and team coordination.
Responsibilities
- Service walk-in customers across all segments with professionalism and efficiency.
- Generate leads for New-To-Bank customers and cross-sell products such as Term Deposits (TD), Mutual Funds (MF), CASA, and Gold.
- Ensure regulatory and procedural compliance across all branch operations.
- Coordinate and support branch audits.
- Deliver service excellence to enhance customer retention and cross-sell opportunities.
- Authorize and verify entries made by inputer.
- Review end products and clear transactions of ₹10 lakhs and above.
- Act as vault/key custodian and ensure secure handling of branch assets.
Job Info
- Job Identification 241309
- Job Category Consumer Bank
- Posting Date 05/23/2026, 06:40 AM
- Apply Before 06/23/2026, 06:40 AM
- Degree Level Bachelor's Degree
- Job Schedule Full time
- Job Shift Day
- Locations 4th Floor NYATI UNITREE, Pune, Maharashtra, 411006, IN
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.