Platinum Banker-Household-Outbound_BRANCH BANKING_0468_0812_1084592

Kotak Mahindra Bank · Ahmedabad

Identify and acquire new affluent and high-net-worth household customers through referrals, leads, market mapping, and field activities.
Source and grow relationships for Savings Accounts, Term Deposits, Wealth Products, Insurance, and Investment Solutions.
Generate business through proactive customer engagement and outbound sales activities.
Understand customer financial needs and provide customized banking and wealth solutions.
Maintain and enhance existing customer relationships to increase wallet share.
Achieve monthly sales, acquisition, and revenue targets.
Ensure compliance with KYC, AML, and regulatory guidelines during customer onboarding.
Coordinate with internal product and service teams to deliver a seamless customer experience.
Cross-sell banking products including loans, credit cards, insurance, mutual funds, and digital banking solutions.