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Platinum Banker-Business Banking-Outbound-Branch Banking-Service at Kotak Mahindra Bank

Mira-Bhayander, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

14 Sep, 26

Salary

0.0

Posted On

16 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Banking, Relationship Management, High Net Worth Individuals, Trade Finance, Forex, Commercial Assets, Current Account, Cash Credit, Overdraft, Term Loan, Export Finance, Mutual Funds, Insurance, Cross-selling, Customer Service, Sales Initiatives

Industry

Banking

Description

Platinum Banker-Business Banking-Outbound - Business Banking KRAs: · Develops new and expands existing High Net worth Customer relationships for liabilities (CA 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 Trade and Forex & CA · 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

Develop and expand relationships with High Net Worth customers to drive liabilities and commercial assets. Focus on sourcing new customers, cross-selling bank products, and maintaining high levels of customer satisfaction.