Priority Banking - Business vertical is a part of - Retail Liabilities division of our Consumer Bank segment. It is Kotak premium banking proposition designed to cater to the financial planning, banking and investment needs of the fast growing affluent consumer segment.
The programme brings in several best-in-class, technology-savvy and financially smart offerings for its customers to give them a holistic and convenient financial services experience. The sales team primarily comprises of RMs, Sr RMs, and Insignia RMs.
Job Role :
- Sourcing of New to Bank business accounts
- Assisting the client business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc
- Assisting the business owner with credit facilities like Home Loan/ Car Loan/ LAP/priority credit card/etc
- Assisting the business owner and his family with their personal investments like MF/Term Deposit/insurance/etc
- Other relevant business opportunities
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