Elite Banker - Relationship Manager for High Net Worth Clients

Kotak Mahindra Bank Limited; Chennai; Vor Ort; INR 900.000 - 1.600.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank Limited in Chennai seeks an Elite Banker to grow relationships with High Net Worth clients, managing liabilities and commercial assets with tailored banking solutions. The role requires deep knowledge of trade finance, lending and investment products, excellent interpersonal skills, and the ability to coordinate across teams to deliver a seamless banking experience.

You will lead client engagement initiatives, educate clients on new offerings, and maintain detailed

Qualifikationen

• Experience managing relationships with High Net Worth clients.
• Knowledge of trade finance, commercial lending and investment products.
• Strong customer service and cross-selling skills.
• Ability to coordinate across teams for a seamless banking experience.

Aufgaben

• 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.

Kenntnisse

HNWI relationship management

Trade finance

Commercial lending

Investment products

Cross-selling

Client relations

Jobbeschreibung

Elite Banker-Household-Outbound_Branch Banking-Relationship Management_Chennai

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.