Role & responsibilities

KRAs: • Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets • Sources recent 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

Preferred candidate profile

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 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 10 - 15 years of experience • Customer orientation • High energy levels with a motive to succeed

📌 Area Manager - Affluent (Telangana)
🏢 Kotak Mahindra Bank
📍 Telangana