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    Job · 22306294

    Kotak Securities logo

    Elite Banker-Household-Outbound_BRANCH BANKING_0468_1269_1019456

    Kotak Securities · Not specified · onsite · Posted 1d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to 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 Desired Candidate Profile: . 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 & CA. . Very good understanding of Commercial Assets like CC, OD, TL, Export Finance . Understanding of Mutual Funds and Insurance is an added advantage . Graduate 4 - 6 years of experience . Post Graduate - 2 -4 years of experience . Customer orientation . High energy levels with a motive to succeed

    Sourced from foundit

    Skills

    Mutual FundsTrade and Forex CAInsurance

    About Kotak Securities

    Kotak Securities logo

    Kotak Securities

    Financial Services

    4.6k+

    employees

    1994

    32 years old

    Mumbai, Maharashtra

    India

    ₹8.5L PA avg

    Avg at Kotak Securities

    About

    Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    2.8

    Career growth

    3.0

    Work-life

    3.7

    Employees rate it well for

    Work-Life Balance36Overall Company36

    Find them on

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