Elite Banker - Relationship Manager for High Net Worth Clients

Kotak Mahindra Bank Limited; Indore District; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Kotak Mahindra Bank Limited seeks an experienced Elite Banker to manage and grow relationships with High Net Worth clients. The role focuses on deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets.

Candidates should bring strong knowledge of trade finance, commercial lending, and investment products, with a passion for delivering exceptional service.

Qualifications

• Must have experience managing High Net Worth clients.
• Strong knowledge of banking products and services.
• Excellent communication and interpersonal skills.
• Ability to coordinate across multiple teams.

Responsibilities

• Acquire and expand relationships with HNW individuals for liabilities and commercial assets.
• Deliver superior service while adhering to bank policies and compliance.
• Cross-sell a wide range of banking products to deepen client relationships.
• Educate clients about new products and enhancements to maximize engagement.
• Organize and lead targeted sales initiatives and client events.
• Collaborate with group companies to offer integrated financial solutions.
• Maintain records of client interactions and relationship history.
• Monitor and resolve customer inquiries with quick turnaround and satisfaction.

Skills

HNW relations

Cross-selling

Strategic thinking

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.

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.