Kotak Mahindra Bank : Elite Banker – Household – Outbound (Branch Banking – Relationship Management)

CategoryDetails
Job TitleElite Banker – Household – Outbound (Branch Banking – Relationship Management)
IndustryBanking – Retail / Branch Banking
Job CategoryKMBL
Job ID230745
LocationHyderabad, Telangana, India
Work ScheduleFull Time – Day Shift
Education RequirementBachelor’s Degree
Primary ObjectiveAcquire and manage affluent household customers through outbound relationship management
Core Responsibility – Customer AcquisitionSource new affluent / elite household customers through outbound activities
Core Responsibility – Relationship ManagementMaintain and grow relationships with high-value retail clients
Core Responsibility – Cross-SellingPromote CASA, Fixed Deposits, Investments, Insurance, Loans, and Wealth products
Core Responsibility – Portfolio GrowthIncrease customer wallet share and maintain portfolio profitability
Sales FocusRevenue generation through investment & liability product penetration
Key Skills RequiredRelationship building, sales strategy, wealth product knowledge, communication skills
Performance MetricsCASA growth, revenue generation, cross-sell ratio, portfolio size, customer retention
Target SegmentAffluent / High Net-Worth Household Customers
Career Path PotentialSenior Elite Banker → Wealth Relationship Manager → Branch Sales Head → Wealth / Retail Banking Leadership
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