Personal Banker-Inbound-Branch Banking-Service

Kotak Mahindra Bank

5 - 10 years

Rajkot

Posted: 02/03/2026

Getting a referral is 5x more effective than applying directly

Job Description

As a Personal Banker, you will be the face of the bank, interacting with customers and providing them with personalized financial solutions. Your primary focus will be on building strong relationships with customers, understanding their needs, and offering tailored banking products and services. You will be responsible for cross-selling and upselling the bank's products to existing and new customers, ensuring a high level of customer satisfaction and retention. Responsibilities:

Greet and assist customers with a friendly and professional demeanor.
Understand customer needs and provide suitable banking solutions.
Process customer transactions accurately and efficiently.
Cross-sell and promote the bank's products and services to existing customers.
Generate new business by acquiring high-value customers.
Maintain and update customer records and documentation.
Ensure compliance with banking regulations and internal policies.
Collaborate with other team members to achieve branch targets.
Provide excellent customer service and resolve queries promptly.

About Company

Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.

Personal Banker-Inbound-Branch Banking-Service

Kotak Mahindra Bank

Job Description

About Company

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