Elite Banker - Business Banking Relationship Manager

Kotak Mahindra Bank Limited; Gurugram District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

KOTAK MAHINDRA BANK is seeking Elite Bankers for Business Banking to manage and grow relationships with High Net Worth clients in a dynamic, results-driven environment.

Responsibilities include expanding liabilities and commercial assets, cross-selling banking products, and coordinating with teams to deliver seamless financial solutions. Prior experience in trade/Forex and asset products is preferred.

Qualifications

• 3–4 years of work experience with at least 1 year in a Relationship Manager role.
• Proven ability to develop and maintain banking relationships with high-net-worth clients.
• Strong knowledge of trade and forex and commercial assets (CC, OD, TL, Export Finance).

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.

Job description

Elite Banker-Business Banking-Outbound_BRANCH BANKING_0124_4262_1015504 Job Description We are seeking a dynamic and experienced Elite Bankers 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.

Job Requirements:

• 3 to 4 years work experience, At-least 1+ years at Relationship Manager Role.
• Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.
• Very good understanding of Trade and Forex.
• Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc.
• Understanding of MF and Insurance an added advantage.
• Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.