Branch Acquisition Officer-branch Banking-service

4 days ago

Solan Himachal Pradesh, India Kotak Mahindra Full time

Role:

- 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
- 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

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