Elite Banker-Household-Outbound_BRANCH BANKING_0468_1297_1084536
KalyanFull-time4–6 yrsPosted 2 days ago
Mid-level finance role at Kotak Mahindra Bank in Kalyan. Needs 4–6 years and a degree.
About the role
Elite Banker-Household-Outbound_BRANCH BANKING_0468_1297_1084536 at Kotak Mahindra Bank. Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets.
What you'll do
- Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets
- 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 branch customers, which are mapped
- Informs customers of new products or product enhancements further to expand the banking relationship
What you need
- Cross-selling
- Customer service
- Sales
- Compliance
Good to have
- Mutual funds
- Insurance