Elite Banker-Household-Outbound_Branch Banking-Relationship Management_Nashik

Kotak Mahindra Bank; Nashik District; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank seeks an Elite Banker to manage and grow relationships with High Net Worth clients in Nashik district. The role focuses on deepening existing relationships and acquiring new ones through tailored banking solutions, including trade finance, lending, and investment products.

The ideal candidate will excel in delivering exceptional service, coordinating across teams, and driving engagement through targeted initiatives and events.

Qualifications

• Experience managing relationships with High Net Worth clients.
• Knowledge of trade finance, commercial lending and investments.

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

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

1. Acquire and expand relationships with High Net Worth individuals for both liabilities and commercial assets.
2. Deliver superior customer service while ensuring adherence to bank policies and compliance standards.
3. Cross-sell a wide range of banking products and services to deepen client relationships.
4. Educate clients about new products and enhancements to maximize engagement.
5. Organize and lead targeted sales initiatives and client engagement events.
6. Collaborate with other group companies to offer integrated financial solutions.
7. Maintain comprehensive records of client interactions and relationship history.
8. Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction.

Requirements