HiringCafe
Posted 7h ago

Elite Banker-Business Banking-Outbound-Branch Banking-Relationship Management

@ Kotak Mahindra Bank
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Bangalore, Karnataka, India
OnsiteFull Time
Responsibilities:Develop relationships, Cross-sell products, Inform clients
Requirements Summary:Manage high net worth client relationships; acquire new clients; cross-sell banking solutions; ensure service quality and compliance with policies.
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Job Description

We are seeking a highly motivated and experienced Elite Bankers to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have a strong understanding of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service.

Responsibilities

  1. Develop and expand relationships with High Net Worth customers for liabilities and commercial assets.
  2. Ensure high levels of customer service and compliance with bank policies.
  3. Cross-sell a wide range of banking products to deepen client engagement.
  4. Inform clients about new products and enhancements to strengthen relationships.
  5. Plan and execute targeted sales initiatives and client engagement events.
  6. Collaborate with group companies to offer integrated financial solutions.
  7. Maintain detailed records of client interactions and relationship history.
  8. Monitor and resolve customer complaints and queries within defined turnaround times (TAT).