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Client Acquisition and Retention Expert
2 weeks ago
**Role Overview**
Kotak Mahindra Bank Limited is a leading financial institution seeking an experienced Client Acquisition and Retention Expert to drive growth in our Branch Banking segment.
This role involves developing and maintaining strong relationships with High Net Worth customers, identifying opportunities to expand existing banking relationships, and promoting relevant bank products.
The key responsibilities include:
- Developing new and expanding existing High Net Worth Customer relationships for liabilities.
- Sourcing new bank customers through individual efforts and acquisition channels.
- Cross-selling bank products to existing Branch customers.
- Informing customers of new products or product enhancements.
To excel in this role, you should have excellent communication and interpersonal skills, a strong understanding of financial products, and the ability to build trust with clients.
