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

Kotak Mahindra Bank

Full Time

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


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 Role :

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

Industry :


Qualification Required :

Post Graduation

Experience Required :

0 - 2 Years

Location :


Gender Preference :


Required Skills :

Elite/ Platinum Manager

Job Detail:

Job Timing :

9:30 am - 6:30pm | Monday to Saturday

Interview Details :

11:00 am - 4:00pm | Monday to Saturday

Employer Contact Details:

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Job Summary
  • Location


  • Job Type

    Full Time

  • Salary

    ₹30000- ₹55000

  • Date Posted

    18 September,2023