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Description supplied by the original job listing.
To acquire and manage affluent and high-net-worth customers for Kotak Mahindra Bank's Premier Banking segment by offering customized banking and wealth solutions, ensuring portfolio growth, and delivering superior customer experience. Key Responsibilities
Acquire new Premier Banking customers and achieve assigned acquisition targets.
Source affluent customers through referrals, market mapping, networking, and existing customer relationships.
Promote Kotak's liability products including Savings Accounts, Current Accounts, Fixed Deposits, and Wealth products.
Build and maintain long-term relationships with Premier customers.
Identify customer financial needs and recommend suitable banking, investment, and insurance solutions.
Ensure deepening of customer relationships through cross-selling and upselling initiatives.
Manage customer portfolio profitability and enhance wallet share.
Coordinate with Wealth, Investments, Insurance, and Service teams to provide end to-end customer solutions.
Ensure compliance with all regulatory and internal bank policies.
Maintain high standards of customer service and customer retention.
Work arrangement
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