Business Banking KRAs: · Develops current and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets · Sources current 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 recent 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 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 Mumbai
🏢 Kotak Mahindra Bank
📍 Mumbai
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