Company: Kotak Mahindra Bank
Location: India
Employment Type: Full-time
Description:
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
Qualification –
– Graduate – 4 -6 years of experience AMFI / IRDA
– Post Graduate … 2 – 4 years of experience AMFI / IRDA
Exp : Minimum 5 years
Source: LinkedIn
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