Elite Banker-Business Banking-Outbound-Branch Banking-Relationship Management
Kotak Securities · Bengaluru · onsite · Posted 24d ago
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
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About Kotak Securities

Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
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