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Platinum Banker-Inbound-Branch Banking-Service

Kotak Mahindra Bank

5 - 10 years

Bengaluru

Posted: 02/03/2026

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Job Description

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.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 assetsMeticulousness, experience in managing high-value transactions, operational excellence, customer service, lead generation, cross-selling financial products, compliance adherence, understanding of regulatory requirements, understanding of audit requirements, custodianship, maintaining service quality, team coordination.

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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