Platinum Banker-Household-Outbound_BRANCH BANKING_0468_0812_1084592

Kotak Securities · Ahmedabad

वेतनवेतन नहीं लिखा

कहाँAhmedabadGujarat

प्रकारFull time

Posted10 Oct6 दिन पहले, SimplyHired से

Kaam ने check किया

Fee, deposit या पैसे माँगने के निशान नहीं

अच्छी English चाहिए, बोलने और लिखने में

दिन का काम

जो skills माँगे हैं44 लिखे हैं

Lead generation from existing customersCustomer communicationAffluent individual clienteleRetail banking product salesWealth managementKYC rulesFinancial salesCustomer relationship buildingClient onboardingProduct recommendationCustomer retentionReferral-based lead generationCustomer needs analysisRetail banking salesB2CSales referralsSales needs analysisPromoting banking productsCross-departmental liaisonBusiness developmentStakeholder coordinationClient servicesCustomer relationship managementBancassuranceProspectingConsumer revolving credit salesBusiness development in financeFinancial needs assessmentFinancial regulatory complianceInsurance salesCredit card salesMonthly sales quota achievementCross-functional collaborationSuggestive sellingAccount managementOpen market lead generationBusiness lead generationPromoting banking servicesTeam coordinationAdd-on salesComplianceCustomer acquisitionCross-functional communicationReferral-based selling

इस job के बारे में

Identify and acquire new affluent and high-net-worth household customers through referrals, leads, market mapping, and field activities.

Source and grow relationships for Savings Accounts, Term Deposits, Wealth Products, Insurance, and Investment Solutions.

Generate business through proactive customer engagement and outbound sales activities.

Understand customer financial needs and provide customized banking and wealth solutions.

Maintain and enhance existing customer relationships to increase wallet share.

Achieve monthly sales, acquisition, and revenue targets.

Ensure compliance with KYC, AML, and regulatory guidelines during customer onboarding.

Coordinate with internal product and service teams to deliver a seamless customer experience.

Cross-sell banking products including loans, credit cards, insurance, mutual funds, and digital banking solutions.

ऐसी jobs68 liveसब देखो →

Platinum Banker-Household-Outbound_BRANCH BANKING_0468_5694_1015704Kotak Mahindra Bank · JamshedpurAdzuna से Platinum Banker-Inbound_BRANCH BANKING_0466_4125_1004887Kotak Mahindra Bank · PunjabAdzuna से Platinum Banker-Inbound_BRANCH BANKING_0466_2582_1030355Kotak Mahindra Bank · पूरे India मेंAdzuna से Platinum Banker-Household-Outbound_BRANCH BANKING_0468_8483_1020552Kotak Mahindra Bank · Tamil NaduAdzuna से Platinum Banker-Household-Outbound_BRANCH BANKING_0468_0721_1009771Kotak Mahindra Bank · MaharashtraAdzuna से Platinum Banker-Household-Outbound_BRANCH BANKING_0468_4358_1012682Kotak Mahindra Bank · AmbalaAdzuna से

काम पाने के लिए कभी पैसे मत दो। Fee माँगे तो scam है। दस निशान →