Investment Specialist-Priority Banking-Priority-Regional sales

6 hours ago


Bengaluru, Karnataka, India Kotak Life Insurance Full time ₹ 5,00,000 - ₹ 10,00,000 per year

About The Role  

Job Profile- 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 requirements
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
- MIS generation
- Graduate years of experience AMFI / IRDA
- Post Graduate years of experience AMFI / IRDA



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