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

Dombivali, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

11 Sep, 26

Salary

0.0

Posted On

13 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Business Banking, Trade Finance, Forex, Commercial Assets, Current Account Management, Cross-selling, Customer Service, Mutual Funds, Insurance, Client Acquisition, Portfolio Management

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. Source new clients and cross-sell bank products while maintaining high levels of customer service and relationship records.