Premier Acquisition Manager - CASA_BRANCH BANKING_0124_8397_1083421
Kotak Securities- Posted 2 hours ago
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Job Description
To acquire and manage affluent and high-net-worth customers for Kotak Mahindra Bank's Premier Banking segment by offering customized banking and wealth solutions, ensuring portfolio growth, and delivering superior customer experience. Key Responsibilities . Acquire new Premier Banking customers and achieve assigned acquisition targets. . Source affluent customers through referrals, market mapping, networking, and existing customer relationships. . Promote Kotak's liability products including Savings Accounts, Current Accounts, Fixed Deposits, and Wealth products. . Build and maintain long-term relationships with Premier customers. . Identify customer financial needs and recommend suitable banking, investment, and insurance solutions. . Ensure deepening of customer relationships through cross-selling and upselling initiatives. . Manage customer portfolio profitability and enhance wallet share. . Coordinate with Wealth, Investments, Insurance, and Service teams to provide end to-end customer solutions. . Ensure compliance with all regulatory and internal bank policies. . Maintain high standards of customer service and customer retention.
