Platinum Banker-Business Banking-Outbound - Business Banking KRAs: · Develops current 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 current 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 positive understanding of Trade and Forex & CA · Very positive 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

📌 Platinum Banker Business Banking Outbound Branch Banking Service Mira Bhayandar
🏢 Kotak
📍 Mira Bhayandar