AHMEDABAD · FULLTIME
Platinum Banker-Household-Outbound_BRANCH BANKING_0468_0812_1084592
Kotak Securities
Ahmedabad · onsite · Posted 7d ago
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Not disclosedFresherfulltimeAhmedabad
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Section · 01
About this role
- 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.
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Section · 02
Skills
Customer Engagementdigital banking solutionsInvestment Solutionswealth productsSalesAmlKYCInsurance
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
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
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