1. Home
  2. Jobs
  3. Jobs in Mumbai
  4. Platinum Banker-Business Banking-Outbound_BRANCH BANKING_0466_0652_1096189
Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 23174827

    Kotak Securities logo

    Platinum Banker-Business Banking-Outbound_BRANCH BANKING_0466_0652_1096189

    Kotak Securities · Mumbai · onsite · Posted 3d ago

    Not disclosedFresherfulltimeSourced fromFoundit

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

    About this role

    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.

    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.

    Sourced from foundit

    Skills

    Commercial LendingInvestment ProductsTrade Finance

    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

    Find them on

    WebsiteLinkedInAmbitionBox reviews

    Jobs in Mumbai

    Career guides

    • Can AI Find Job Referrals for You? Yes - How AI Referral Finders Work (2026)
    • How many jobs should you apply to per day in India? (2026)
    • How to find a job in India fast in 2026: a 7-step playbook

    All career guidesAll articlesBrowse companies hiring

    Platinum Banker-Business Banking-Outbound_BRANCH BANKING_0466_0652_1096189 · waiting for your command