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Industry : Banking
Work Experience : 5+ years
Salary : 10 Lac to 20 Lac Per Annum
City : Hyderabad, Bangalore, Chennai, Vizag, Coimbatore
Job Description :
Department Priority – Retail Liabilities
Location : Multiple locations in India
Number of Positions : 15
Position Grade: M4/M5
‘Priority Banking’ Business vertical is a part of ‘Retail Liabilities’ division of our Consumer Bank segment. It is Kotak’s premium banking proposition designed to cater for the financial planning, banking and investment needs of the fast growing affluent consumer segment. The program brings in several best-in-class, technology-savvy and financially smart offerings for its customers.
– To give them a holistic and convenient financial services experience. The sales team primarily comprises of RMs, Sr RMs, and Insignia RMs.
– 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 expand the banking relationship further
– 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
Requirements :
– Developing and maintaining banking relationships with a select group of high net worth customers ( Business Banking or HNI ) through individualized customer services
– MIS generation
Graduate – 4 -6 years of experience AMFI / IRDA
Post Graduate – 2 -4 years of experience AMFI / IRDA
