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    Job · 19412596

    Kotak Securities logo

    Platinum Banker-Household-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 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.

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

    Trade Finance, Commercial Lending, Investment Products Knowledge, Customer Service Excellence, Strategic Thinking, Interpersonal Skills, Team Coordination, Trade Finance Knowledge,Commercial Lending Knowledge,Investment Products Knowledge,Customer Service Excellence,Strategic Thinking,Interpersonal Skills,Team Coordination,Deep Product Knowledge & Application,Needs-Based Selling,Referral Generation & Management,Negotiation & Persuasion,Customer Segmentation & Profiling,Customer Lifetime Value (CLTV) Focus,Data Analysis & Insights (Basic CRM/Analytics),Financial Planning & Advisory,Proactive Engagement & Follow-up,Conflict Resolution & Issue Management,Ethical Sales Practices & Transparency,Time Management & Prioritization

    Sourced from foundit

    Skills

    Team Coordinationproactive engagementApplication Needs-Based SellingBasic CRM AnalyticsDeep Product KnowledgeData Analysis & InsightsFinancial Planning AdvisoryReferral Generation Managementinterpersonal skillsprofilingfollow upissue managementCommercial LendingPersuasionCustomer SegmentationInvestment ProductsTrade FinancePrioritizationCustomer Service ExcellencenegotiationConflict Resolutiontransparencytime managementStrategic ThinkingEthical sales practices

    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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