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Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
, Punjab, India -
Full Time

Start Date

Immediate

Expiry Date

05 May, 26

Salary

0.0

Posted On

04 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship Management, Customer Service, Trade Finance, Commercial Lending, Investment Products, Strategic Thinking, Interpersonal Skills, Cross-Selling, Sales Initiatives, Client Engagement, Financial Solutions, Compliance, Client Education, Record Keeping, Problem Solving, Team Coordination

Industry

Banking

Description
We are seeking a dynamic and experienced Elite Bankers to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have strong knowledge of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service. This is a high-impact role that requires strategic thinking, excellent interpersonal skills, and the ability to coordinate across teams to deliver a seamless banking experience.Acquire and expand relationships with High Net Worth individuals for both liabilities and commercial assets Deliver superior customer service while ensuring adherence to bank policies and compliance standards Cross-sell a wide range of banking products and services to deepen client relationships Educate clients about new products and enhancements to maximize engagement Organize and lead targeted sales initiatives and client engagement events Collaborate with other group companies to offer integrated financial solutions Maintain comprehensive records of client interactions and relationship history Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction
Responsibilities
The Elite Banker will manage and grow relationships with High Net Worth clients by deepening existing relationships and acquiring new ones. This includes delivering tailored banking solutions and ensuring superior customer service while adhering to bank policies.