Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 22306439

    Kotak Mahindra Bank Ltd.. logo

    Elite Banker-Business Banking-Outbound_BRANCH BANKING_0468_1263_1095507

    Kotak Mahindra Bank Ltd.. · Mumbai · onsite · Posted 1d ago

    Not disclosedFresherfulltimeSourced fromFoundit

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

    About this role

    Elite Banker - Household - Outbound

    Elite Banker - Business Banking - Outbound

    DepartmentRetail Banking
    Location
    Number of Positions
    LevelDy. Manger / Manager

    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

    Commercial LendingInvestment ProductsTrade FinanceTLCcODCommercial AssetsMFTrade And ForexExport FinanceInsurance

    About Kotak Mahindra Bank

    Kotak Mahindra Bank Ltd.. logo

    Kotak Mahindra Bank Ltd..

    Banking

    60.4k+

    employees

    1985

    41 years old

    Mumbai, Maharashtra

    India

    ₹7.9L PA avg

    Avg at Kotak Mahindra Bank

    About

    From launching Kotak Mahindra Finance Ltd. in 1985 to becoming one of the country’s most trusted financial institutions today, it’s been quite a journey.

    Industries

    BankingFinancial Services

    Employee ratings

    0 reviews

    3.7/ 5

    Employees rate it well for

    Overall Company37Job Security36

    Find them on

    WebsiteLinkedInAmbitionBox reviews

    Elite Banker-Business Banking-Outbound_BRANCH BANKING_0468_1263_1095507 · waiting for your command