- Identify and acquire new 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.

Responsibilities

1.



Acquire and expand relationships with High Net Worth individuals for both liabilities and commercial assets.
2. Deliver superior customer service while ensuring adherence to bank policies and compliance standards.
3. Cross-sell a wide range of banking products and services to deepen client relationships.
4. Educate clients about current products and enhancements to maximize engagement.
5. Organize and lead targeted sales initiatives and client engagement events.
6. Collaborate with other group companies to offer integrated financial solutions.
7. Maintain comprehensive records of client interactions and relationship history.
8. Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction.

📌 Platinum Banker-Household-Outbound_BRANCH BANKING (Navrangpura)
🏢 Kotak
📍 Navrangpura