Elite Banker - Relationship Manager for High Net Worth Clients

Kotak Mahindra Bank Limited; Jaipur; On-site; INR 700,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank Limited in Jaipur seeks an Elite Banker to manage and grow relationships with High Net Worth clients. The role focuses on liabilities and commercial assets, with expertise in trade finance, lending, and investment products to deliver exceptional service.

You will deepen existing relationships, acquire new ones, and coordinate across teams to provide a seamless banking experience. Strong interpersonal skills and adherence to policy are essential.

Qualifications

• Proven experience managing High Net Worth client relationships.
• Solid knowledge of trade finance, commercial lending and investment products.
• Strong communication and interpersonal skills with a client-centric approach.

Responsibilities

• Acquire and deepen relationships with High Net Worth individuals for liabilities and commercial assets.
• Cross-sell a wide range of banking products and services.
• Coordinate with cross-functional teams to deliver a seamless banking experience.
• Monitor client inquiries and resolve issues promptly and professionally.

Skills

Relationship Mgmt

HNW Clients

Trade Finance

Lending - Commercial

Investment Products

Cross-selling

Job description

Elite Banker-Household-Outbound_Branch Banking-Relationship Management_Jaipur

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.