Platinum Banker-Household-Outbound_BRANCH BANKING_0468_7489_1102462
- Location
- Hyderabad
- Workplace
- On-site
- Employment
- Full-time
About this role
Platinum Relationship Manager (HH Outbound)
Designation: Platinum Relationship Manager - HH Outbound
Department: Retail Liabilities
Job Purpose
To acquire High Net Worth (HNW) customers through outbound sales activities and manage their banking and investment requirements.
Key Responsibilities
- Acquire Platinum/HNW customers through field sales and referrals.
- Source CASA, Term Deposits, Wealth and Investment products.
- Build and maintain long-term customer relationships.
- Generate revenue through cross-selling wealth products.
- Ensure achievement of acquisition and portfolio growth targets.
- Conduct customer meetings and financial need analysis.
Tired of cold applications?
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Ask your AI about this role
Connect Clera once, then ask if it fits you.
Ask about this role
Read the Platinum Banker-Household-Outbound_BRANCH BANKING_0468_7489_1102462 listing at Kotak Mahindra Bank (https://www.getclera.com/jobs/kotak-mahindra-bank/platinum-banker-household-outbound-branch-banking-0468-7489-1102462-h24euuq844xf) and tell me whether it fits my profile. Save it for me if it does.
Not connected yet? Takes a minute
One click above pre-fills the connector. Or by hand: Settings > Connectors > Add custom connector, paste https://mcp.getclera.com. Either way, sign in with the account you use on Clera and approve the consent screen.
https://mcp.getclera.comSign in with your Clera account. MCP docs