Develops recent and expands existing High Net worth Customer relationships for
liabilities by sourcing category – A priority customers

· 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 Customers

· Informs customers of new products or product enhancements to further 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

Job requirements:

· Developing and maintaining banking relationships with a select group of high
net worth customers through individualized customer services

· MIS generation

· Graduate - 4 -6 years of experience AMFI / IRDA

· Post Graduate - 2 -4 years of experience AMFI / IRDA

📌 Investment Specialist-Affluent-AFFLUENT-Investment Counselors (Ahmedabad)
🏢 Kotak
📍 Ahmedabad