Verified Job
Accounting - Finance
Investment Specialist-Affluent-AFFLUENT-Investment Counselors
Accounting - Finance
#733657
Remote / WFH
Kotak Mahindra Bank
Job Description
evelops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority 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 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
Job Requirements
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
• MIS generation
• Graduate - 4 -6 years of experience AMFI / IRDA
• Post Graduate - 2 -4 years of experience AMFI / IRDA
• 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 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
Job Requirements
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
• MIS generation
• Graduate - 4 -6 years of experience AMFI / IRDA
• Post Graduate - 2 -4 years of experience AMFI / IRDA
