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    Job · 19413250

    Kotak Securities logo

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

    Kotak Securities · Bengaluru · onsite · Posted 24d ago

    Not disclosedFresherfulltimeSourced fromFoundit

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

    About this role

    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.

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

    Exceptional Communication & Interpersonal Skills, Sales & Business Development, Customer Service Orientation & Empathy, Relationship Building & Networking, Financial Acumen & Product Knowledge, Analytical & Problem-Solving Skills, Regulatory Compliance, CRM & Technological Proficiency, Strategic Planning, Time Management & Organization

    Sourced from foundit

    Skills

    crmCommercial LendingInvestment ProductsTrade FinanceRegulatory Compliance

    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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