Elite Banker - Business Banking Relationship Manager

Kotak Mahindra Bank Limited; Indore District; Vor Ort; INR 900.000 - 1.300.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank Limited in Indore seeks an Elite Banker for Business Banking to manage HNW client relationships and drive assets across liabilities and commercial products. You will acquire and deepen portfolios, deliver tailored financial solutions, and ensure exceptional service aligned with bank policies.

You will actively cross-sell products, inform clients of enhancements, and coordinate with group companies to deliver integrated finance options while maintaining detailed interaction

Qualifikationen

• Experience with high net worth clients and relationship management.
• Strong understanding of trade finance, lending and investment products.
• Ability to cross-sell banking solutions and manage complex client needs.

Aufgaben

• 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).

Kenntnisse

Trade finance

Commercial lending

Investment products

Jobbeschreibung

Elite Banker-Business Banking-Outbound_Branch Banking-Relationship Management_Indore

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).