Elite Banker - High Net Worth Client Relationship Manager

Kotak Mahindra Bank; Gurugram District; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Elite Banker to manage and grow relationships with High Net Worth clients, focusing on liabilities and commercial assets in a Household-Outbound role. The position requires strategic thinking, strong interpersonal skills, and coordination across teams to deliver a seamless banking experience.

Responsibilities include expanding client relationships, delivering exceptional service, cross-selling products, and organizing client engagement initiatives while ensuring

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-Household-Outbound_BRANCH BANKING_0468_4268_1030478 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.