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Investment Specialist-Affluent-Priority-Regional sales at Kotak Mahindra Bank

, , -

Full Time

Start Date

Immediate

Expiry Date

18 Dec, 25

Salary

0.0

Posted On

19 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Relationship Management, Cross Selling, Banking Products, High Net Worth Clients, Event Planning, MIS Generation, AMFI, IRDA

Industry

Banking

Description

· 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 further 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 Job requirements: · Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services · MIS generation · Graduate - 4 -6 years of experience AMFI / IRDA · Post Graduate - 2 -4 years of experience AMFI / IRDA

Responsibilities

The Investment Specialist develops new and expands existing relationships with high net worth customers, ensuring high levels of customer service and adherence to bank policies. They also cross-sell bank products and inform customers of new offerings to enhance banking relationships.