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    Job · 22476226

    Kotak Securities logo

    Elite Banker-Business Banking-Outbound_BRANCH BANKING_0124_4262_1015504

    Kotak Securities · Gurugram · onsite · Posted 1d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    Job 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.

    Responsibilities:

    1. Acquire and expand relationships with High-Net-Worth individuals for both liabilities and commercial assets.
    2. Deliver superior customer service while ensuring adherence to bank policies and compliance standards.
    3. Cross-sell a wide range of banking products and services to deepen client relationships.
    4. Educate clients about new products and enhancements to maximize engagement.
    5. Organize and lead targeted sales initiatives and client engagement events.
    6. Collaborate with other group companies to offer integrated financial solutions.
    7. Maintain comprehensive records of client interactions and relationship history.
    8. Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction.

    Job Requirements:

    1. 3 to 4 years work experience, At-least 1+ years at Relationship Manager Role.
    2. Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.
    3. Very good understanding of Trade and Forex.
    4. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc
    5. Understanding of MF and Insurance an added advantage Customer orientation,
    6. High energy and drive.
    7. Go getter attitude.
    8. Self-motivated with a passion to achieve.

    Sourced from foundit

    Skills

    Customer ServiceCommercial LendingInvestment ProductsTrade FinanceCommercial AssetsForex

    About Kotak Securities

    Kotak Securities logo

    Kotak Securities

    Financial Services

    4.6k+

    employees

    1994

    32 years old

    Mumbai, Maharashtra

    India

    ₹8.5L PA avg

    Avg at Kotak Securities

    About

    Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    2.8

    Career growth

    3.0

    Work-life

    3.7

    Employees rate it well for

    Work-Life Balance36Overall Company36

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    Jobs in Gurgaon

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