MUMBAI · FULLTIME
Platinum Banker-Business Banking-Outbound_BRANCH BANKING_0468_0962_1094773

Kotak Securities
Mumbai · onsite · Posted 5d ago
Your match
Sign in to see your match score, skill gaps & tailored resume.
Section · 01
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 6 - 8 years of experience . Post Graduate 4 - 6 years of experience . Customer orientation . High energy levels with a motive to succeed
Sourced from foundit
Let the agent run this one for you.
Tailored resume, auto-apply, and referral lookup — in under 2 minutes.
Section · 02
Skills
Section · Company
About Kotak Securities

Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
About
Industries
Employee ratings
10 reviews
Culture
2.8
Career growth
3.0
Work-life
3.7
Employees rate it well for
Find them on