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Wealth Management Advisor

Wealth Management Advisor

Kotak Mahindra BankBengaluru, Republic Of India, IN
18 days ago
Job description

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
  • 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 Requirement :

  • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
  • . MIS generation
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    Wealth Management Advisor • Bengaluru, Republic Of India, IN

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