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Area Manager-Affluent-Priority-Regional sales at Kotak Mahindra Bank

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

0.0

Posted On

31 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Relationship Management, Commercial Assets, Cross-Selling, Banking Products, High Net Worth Customers, Customer Orientation, Event Planning, Complaint Management, Financial Products, Team Coordination, Networking, Client Acquisition, Insurance Knowledge, Mutual Funds Knowledge

Industry

Banking

Description

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. · 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. · Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: · Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. · Very good understanding of Commercial Assets like CC, OD, TL, Export Finance · Understanding of Mutual Funds and Insurance is an added advantage · Graduate 6 - 8 years of experience · Post Graduate 4 - 6 years of experience · Customer orientation · High energy levels with a motive to succeed

Responsibilities

The Area Manager is responsible for developing new and expanding existing relationships with high net worth customers, focusing on liabilities and commercial assets. They will also ensure high levels of customer service and coordinate with other group companies to provide seamless access to products.