job Description @ Kotak Mahindra Bank

Job Description

JOB DESCRIPTION

Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. 
 Ensures high levels of customer service orientation and application of bank policy. 
 Cross sells existing bank products to customers. 
 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 

KRAs:
Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets
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 further to 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. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage
Graduate 4 - 7 years of experience
Post Graduate - 2 - 5 years of experience
Customer orientation
High energy levels with a motive to succeed

Job Requirements: 
 Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 
 Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc 
 Understanding of MF and Insurance an added advantage Customer orientation, 
 High energy and drive. 
 Go getter attitude. 
 Self-motivated with a passion to achieve. 

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Keyskills:   insurance saving account cross selling branch banking banking sales current account relationship management communication skills