Kotak Mahindra Bank—Platinum Banker-Inbound-Branch Banking-Service

Job description

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. 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.