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    Job · 23216803

    Kotak Mahindra Bank Ltd.. logo

    Platinum Banker-Household-Outbound_Branch Banking

    Kotak Mahindra Bank Ltd.. · Udaipur · onsite · Posted 2d ago

    Not disclosed1–5 yrsfulltimeSourced fromInstahyre

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

    About this role

    Job 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:

    • 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.

    Sourced from instahyre

    Skills

    Commercial LendingInvestment ProductsTrade FinanceBankingcross sellSalesRelationship Management

    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

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