Verified Job
Accounting - Finance
Banking and Wealth Management Specialist
Accounting - Finance
#544391
Remote / WFH
Job Description
Job Overview
Kotak Mahindra Bank Limited is a leading banking and financial services institution in India. We offer a wide range of banking and wealth management services to individuals and businesses. As a Banking and Wealth Management Specialist, you will be part of a dynamic team that is committed to delivering exceptional customer service and building long-term relationships with our clients.
Main Responsibilities:
• Develop and maintain banking relationships with high net worth customers.
• Provide individualized customer service to ensure high levels of customer satisfaction.
• Cross sell existing bank products to customers.
• Inform customers of new products or product enhancements.
• Plan and conduct special sales initiatives and events.
• Coordinate with other group companies to provide seamless access to other products.
Requirements:
• Graduate or Post Graduate degree in any discipline.
• Minimum 4-6 years of experience in banking and wealth management.
• Excellent communication and interpersonal skills.
• Ability to work in a team environment.
Kotak Mahindra Bank Limited is a leading banking and financial services institution in India. We offer a wide range of banking and wealth management services to individuals and businesses. As a Banking and Wealth Management Specialist, you will be part of a dynamic team that is committed to delivering exceptional customer service and building long-term relationships with our clients.
Main Responsibilities:
• Develop and maintain banking relationships with high net worth customers.
• Provide individualized customer service to ensure high levels of customer satisfaction.
• Cross sell existing bank products to customers.
• Inform customers of new products or product enhancements.
• Plan and conduct special sales initiatives and events.
• Coordinate with other group companies to provide seamless access to other products.
Requirements:
• Graduate or Post Graduate degree in any discipline.
• Minimum 4-6 years of experience in banking and wealth management.
• Excellent communication and interpersonal skills.
• Ability to work in a team environment.
