Job Description
Develops 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 Requirement:
• 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 Requirement:
• 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
💡 Quick Summary
Seeking a career-building opportunity? The Kotak Mahindra Bank 2026 | Apply Online For position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
