JOB ROLE - Develops current and expands existing High Net worth Customer relationships for liabilities and commercial assets.
- Ensures high levels of customer service orientation and application of bank policy .
- Cross sells existing bank products to 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.
- Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT - 4 to 5 years work experience - 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.
- Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation, - High energy and drive.
- Go getter attitude
📌 Circle Manager - Business Banking - Priority - Regional sales (Rajkot)
🏢 Kotak Life Insurance
📍 Rajkot
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