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Platinum Banker-Business Banking-Outbound-Branch Banking-Relationship Manag at Kotak Mahindra Bank
, gujarat, India -
Full Time

Start Date

Immediate

Expiry Date

22 May, 26

Salary

0.0

Posted On

21 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship Management, Financial Acumen, Customer Service, Cross-selling, Sales Initiatives, Compliance, Liability Management, Commercial Assets, Investment Products

Industry

Banking

Description
We are looking for a dynamic and self-motivated Platinum Banker to manage and grow relationships with High Net Worth (HNW) customers. This role involves offering personalized banking solutions across liabilities, commercial assets, and investment products, while ensuring superior customer service and compliance with bank policies. The ideal candidate will be a go-getter with strong financial acumen and a passion for relationship management.Develop and expand relationships with High Net Worth customers for liabilities and commercial assets Deliver high levels of customer service while ensuring adherence to bank policies Cross-sell a wide range of banking products to deepen client engagement Inform clients about new products and enhancements to strengthen relationships Plan and execute special sales initiatives and client engagement events Coordinate with group companies to offer seamless access to other financial products Maintain complete relationship records for assigned customer accounts Track and resolve customer complaints and queries within defined turnaround times (TAT)
Responsibilities
The primary responsibility is to manage and expand relationships with High Net Worth customers by offering personalized banking solutions across liabilities, commercial assets, and investment products. This involves delivering superior customer service, ensuring policy adherence, and executing sales initiatives to deepen client engagement.