AHMEDABAD · FULLTIME
Platinum Banker-Household-Outbound_BRANCH BANKING_0468_0812_1084592
Kotak Mahindra Prime
Ahmedabad · onsite · Posted 5d ago
Sourced from
Not disclosedFresherfulltimeAhmedabad
Your match
?
Sign in to see your match score, skill gaps & tailored resume.
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.
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
Customer EngagementLoansMutual FundsTerm Depositsdigital banking solutionsInvestment Solutionssavings accountswealth productsCredit CardsSalesAmlKYCInsurance
Section · Company
About Kotak Mahindra Prime
Kotak Mahindra Prime
NBFC
2.4k+
employees
1996
30 years old
Mumbai, Maharashtra
India
₹4.8L PA avg
Avg at Kotak Mahindra Prime
About
A leading car finance entity in India, providing a range of financing solutions for passenger vehicles and two-wheelers, supporting dealers and retail clients.
Industries
NBFC
Employee ratings
10 reviews
4.0/ 5
Culture
3.7
Career growth
2.4
Work-life
3.2
Employees rate it well for
Overall Company40Job Security39
Find them on