Elite Banker - High Net Worth Client Relationship Manager

Kotak Mahindra Bank Limited; Agra District; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Kotak Mahindra Bank Limited seeks an experienced Elite Banker to manage and grow relationships with High Net Worth clients in Agra, offering tailored banking solutions across liabilities and commercial assets.

The senior role requires strategic thinking, exceptional interpersonal skills, and collaboration across teams to deliver a seamless banking experience and superior service.

Qualifications

• Experience in handling High Net Worth clients preferred.
• Excellent customer service and compliance awareness.

Responsibilities

• Acquire and expand relationships with High Net Worth individuals for 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.

Skills

Relationship management

Client acquisition

Cross-selling

Banking knowledge

Job description

Elite Banker-Household-Outbound_BRANCH BANKING-Area Head's Office_Agra

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.

• 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.

Experience Level Senior Level