Platinum Banker-Household-Outbound_BRANCH BANKING_0468_0812_1084592
Platinum Banker-Household-Outbound_BRANCH BANKING_0468_0812_1084592
Kotak MahindraEarly Applicant
- Posted 16 hours ago
- Be among the first 10 applicants
Job Description
- Identify and acquire new affluent and high-net-worth household customers through referrals, leads, market mapping, and field activities.
- Source and grow relationships for Savings Accounts, Term Deposits, Wealth Products, Insurance, and Investment Solutions.
- Generate business through proactive customer engagement and outbound sales activities.
- Understand customer financial needs and provide customized banking and wealth solutions.
- Maintain and enhance existing customer relationships to increase wallet share.
- Achieve monthly sales, acquisition, and revenue targets.
- Ensure compliance with KYC, AML, and regulatory guidelines during customer onboarding.
- Coordinate with internal product and service teams to deliver a seamless customer experience.
- Cross-sell banking products including loans, credit cards, insurance, mutual funds, and digital banking solutions.
More Info
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Key Skills
Loans
Investment Solutions
Wealth Products
Digital Banking Solutions
About Company
Skills:
Aml, Insurance, Wealth Products, Sales, Digital Banking Solutions, Kyc, Customer Engagement, Investment Solutions