Consultant at Mintskill HR Solutions LLP
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Senior Wealth Manager - Sales - BFS (3-12 yrs)
- Kotak Mahindra bank is hiring Senior Wealth Manager
CTC : Upto 15 LPA
Location : Mumbai, Navi Mumbai, Pune, Bangalore, Ahmedabad and Hyderabad
Experience : More than 3 years of experience in retail branch banking
Job Description :
- To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
- Liability Product selling, education on product features
- Acquire new customers through referrals from existing customers who meet product criteria
- Regular interaction with the customer to build rapport to understand and update the profile.
- Enhance the Overall value/book size of the portfolio
- Maintain the overall quality / hygiene parameters of the portfolio
- Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
- Joint calls being done along with Supervisor as per defined process
- Advisory services to be offered based on the customers requirement.
- Attrition control of customers
- Achieving MTD and YTD Revenue Targets
- Achievement of income plans and other benchmarks within portfolio
Requirements :
- Graduate preferably Management Graduate.
- Developing and maintaining banking relationships with a select group of high net worth
- Customers through individualized customer service.
- MIS generation.
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