Search by job, company or skills
Banking/Accounting/Financial Services
Role:
. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers
. Sources new bank customers through external individual efforts and acquisition channel
. Ensures high levels of customer service orientation and application of bank policy
. Cross sells bank products to existing set of Customers
. Informs customers of new products or product enhancements to further expand the banking relationship
. Plans and conducts special sales initiatives and events for prospective and existing clients
. Coordinates with other group companies to provide seamless access to other products
. Maintains complete relationship record for assigned customer accounts
Job Requirement:
. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
. MIS generation
. Graduate/ Post Graduate-4 plus years of experience AMFI / IRDA
Login to check your skill match score
Date Posted: 18/11/2024
Job ID: 100719293
Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It offers banking products and financial services for corporate and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management.