Platinum Banker-Household-Outbound-Branch Banking-Service
Kotak Mahindra Bank
5 - 10 years
Chennai
Posted: 02/03/2026
Job Description
As a Platinum Banker, you will be the face of our bank, delivering an exceptional customer experience. Your primary focus will be on outbound calls, where you will engage with our household customers, offering personalized financial solutions and building long-lasting relationships. This role is perfect for an individual who is passionate about customer service and has a keen interest in the banking industry.
Responsibilities:- Engage in outbound calls to existing household customers, offering tailored financial products and services.
- Build and maintain strong relationships with customers, ensuring their financial needs are met.
- Provide excellent customer service, addressing inquiries and concerns promptly and professionally.
- Cross-sell and upsell bank products and services, including investments, insurance, and wealth management solutions.
- Stay updated with the latest banking products and services to offer relevant and timely advice to customers.
- Collaborate with other departments to ensure a seamless customer experience across all touchpoints.
- Maintain accurate records of customer interactions and transactions, ensuring data privacy and security.
- Attend training sessions and workshops to enhance your banking knowledge and sales skills.
- Achieve individual and team sales targets, contributing to the overall success of the branch.
- Represent the bank's brand and values, ensuring a positive and professional image at all times.
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.
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