Job Description
Department Priority – Retail Liabilities
Location : Pune
Number of Positions2
Reporting Relationships Area Manager – Business Banking
Position Grade M3/M4/M5

'Priority Banking' Business vertical is a part of 'Retail Liabilities' division of our Consumer Bank segment. It is Kotak's premium banking proposition designed to cater to the financial planning, banking and investment needs of the fast growing affluent consumer segment. The program brings in several best-in-class, technology-savvy and financially smart offerings for its customers
to give them a holistic and convenient financial services experience. The sales team primarily comprises of RMs, Sr RMs, and Insignia RMs.
• 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

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

Benefits

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