11 Oct
|
Kotak Securities
|
Ahmedabad
11 Oct
Kotak Securities
Ahmedabad
- Identify and acquire current affluent and high-net-worth household customers through referrals, leads, market mapping, and field activities.
- Source and grow relationships for Savings Accounts, Term Deposits, Wealth Products, Insurance, and Investment Solutions.
- Generate business through proactive customer engagement and outbound sales activities.
- Understand customer financial needs and provide customized banking and wealth solutions.
- Maintain and enhance existing customer relationships to increase wallet share.
- Achieve monthly sales, acquisition, and revenue targets.
- Ensure compliance with KYC, AML, and regulatory guidelines during customer onboarding.
- Coordinate with internal product and service teams to deliver a seamless customer experience.
- Cross-sell banking products including loans, credit cards, insurance, mutual funds, and digital banking solutions.
📌 Platinum Banker-Household-Outbound_BRANCH BANKING_0468_0812_1084592 (Ahmedabad)
🏢 Kotak Securities
📍 Ahmedabad