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.
📌 Premier Acquisition Manager - CASA_BRANCH BANKING_0124_8397_1083421 (Secunderabad)
🏢 Kotak Mahindra Bank
📍 Secunderabad
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.