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    Job · 21247603

    HYDERABAD · FULLTIME

    Premier Acquisition Manager - CASA_BRANCH BANKING_0124_8397_1083421

    Kotak Securities

    Kotak Securities

    Hyderabad · onsite · Posted 5d ago

    Sourced fromFoundit
    Not disclosedFresherfulltimeHyderabad

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    Section · 01

    About this role

    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 new 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.

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    Section · 02

    Skills

    Cross SellingUpsellingWealth solutionscompliance

    Section · Company

    About Kotak Securities

    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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