Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank

Bangalore, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

01 May, 26

Salary

0.0

Posted On

31 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trade Finance, Commercial Lending, Investment Products, Customer Service Excellence, Strategic Thinking, Interpersonal Skills, Team Coordination, Needs-Based Selling, Referral Generation & Management, Negotiation & Persuasion, Customer Segmentation & Profiling, Customer Lifetime Value (CLTV) Focus, Data Analysis & Insights, Financial Planning & Advisory, Conflict Resolution & Issue Management, Ethical Sales Practices & Transparency

Industry

Banking

Description

We are seeking a dynamic and experienced Platinum Banker 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 Trade Finance, Commercial Lending, Investment Products Knowledge, Customer Service Excellence, Strategic Thinking, Interpersonal Skills, Team Coordination, Trade Finance Knowledge,Commercial Lending Knowledge,Investment Products Knowledge,Customer Service Excellence,Strategic Thinking,Interpersonal Skills,Team Coordination,Deep Product Knowledge & Application,Needs-Based Selling,Referral Generation & Management,Negotiation & Persuasion,Customer Segmentation & Profiling,Customer Lifetime Value (CLTV) Focus,Data Analysis & Insights (Basic CRM/Analytics),Financial Planning & Advisory,Proactive Engagement & Follow-up,Conflict Resolution & Issue Management,Ethical Sales Practices & Transparency,Time Management & Prioritization

Responsibilities

The Platinum Banker will manage and grow relationships with High Net Worth clients by deepening existing relationships and acquiring new ones. This role involves delivering tailored banking solutions and ensuring exceptional customer service.