Walk-In Drive | Elite/ Platinum RM - Portfolio | Pune

Job Description

Dear Aspirant,

We at Kotak Mahindra Bank are looking for dynamic sales professionals for the position of Elite/ Platinum Manager - Portfolio for Pune location.

Grade: M3/M4 - Manager/Sr. Manager ( On the payroll of Kotak Mahindra Bank ).

Roles and Responsibilities:

• Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
• 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 to further 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.
• Graduate / Postgraduate
• Graduate - 4 -6 years of experience AMFI / IRDA
• Post Graduate - 2 -4 years of experience AMFI / IRDA
• Customer orientation
• High energy and drive

INTERESTED CANDIDATE CAN MEET US AT BELOW BRANCH:

WALKIN:VENUE ADDRESS: Kotak Mahindra Bank, Shop No. 102 & 103, The Boulevard @ Marvel Ganga Sangria, NIBM Kondhwa Road, Undri, Pune 411060

Date: 26th Sep 2023 (Tuesday)

TIME: 10 AM to 4 PM

Kotak Mahindra Bank

Human Resource Team

Job Detail:

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