Elite Banker-Household-Outbound_BRANCH BANKING_0468_1269_1019456

Kotak Mahindra Bank · Maharashtra

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 4

6 years of experience  Post Graduate
2 -4 years of experience  Customer orientation  High energy levels with a motive to succeed

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