To acquire and manage affluent and high-net-worth customers for Kotak Mahindra Bank's Premier Banking segment by offering customized banking and wealth solutions, ensuring portfolio growth, and delivering superior customer experience.
Key Responsibilities • Acquire current Premier Banking customers and achieve assigned acquisition targets.
- Source affluent customers through referrals, market mapping, networking, and existing customer relationships.
- Promote Kotak's liability products including Savings Accounts, Current Accounts, Fixed Deposits, and Wealth products.
- Build and maintain long-term relationships with Premier customers.
- Identify customer financial needs and recommend suitable banking, investment, and insurance solutions.
- Ensure deepening of customer relationships through cross-selling and upselling initiatives.
- Manage customer portfolio profitability and enhance wallet share.
- Coordinate with Wealth, Investments, Insurance, and Service teams to provide end to-end customer solutions.
- Ensure compliance with all regulatory and internal bank policies.
- Maintain high standards of customer service and customer retention.