HiringCafe
Posted 3d ago

Platinum Banker-Household-Outbound-Branch Banking-Relationship Management

@ Kotak Mahindra Bank
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Rajkot, Gujarat, India
OnsiteFull Time
Responsibilities:Manage relationships, Cross-sell products, Coordinate initiatives
Requirements Summary:Relationship management with high net worth clients; knowledge of trade finance, commercial lending, and investment products; strong customer service and cross-selling skills.
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Job 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