Platinum Banker-Household-Outbound_BRANCH BANKING_0468_0812_1084592

Kotak Securities · Ahmedabad

PagaarPagaar nahi likha

KahanAhmedabadGujarat

TypeFull time

Posted10 Oct9 din pehle, SimplyHired se

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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

Is job ke baare mein

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.

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