Elite Banker - Relationship Manager for High Net Worth Clients

Kotak Mahindra Bank Limited; Kanpur; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank Limited in Kanpur is seeking an Elite Banker for Household and Outbound relationship management. The role focuses on growing relationships with High Net Worth clients by offering tailored liabilities and commercial asset solutions.

The ideal candidate will have deep knowledge of trade finance, commercial lending, and investment products, with strong interpersonal skills and a track record of client acquisition and cross-selling.

Qualifications

• Experience managing relationships with High Net Worth clients.
• Solid knowledge of trade finance, commercial lending and investment products.
• Strong interpersonal and communication skills for client engagement.
• Ability to coordinate across teams to deliver integrated banking solutions.

Responsibilities

• Acquire and expand relationships with High Net Worth individuals for liabilities and assets.
• Cross-sell a wide range of banking products and services to deepen client relationships.
• Organize and lead targeted sales initiatives and client engagement events.
• Maintain records of client interactions and ensure timely resolution of queries and complaints.

Skills

Relationship management

HNW client handling

Cross-selling

Interpersonal skills

Trade finance knowledge

Commercial lending knowledge

Investment products knowledge

Job description

Elite Banker-Household-Outbound_Branch Banking-Relationship Management_Kanpur

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.