Elite Banker - Relationship Manager for High Net Worth Clients

Kotak Mahindra Bank Limited; Khordha; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank in India seeks an Elite Banker to manage and grow HNW client relationships across liabilities and commercial assets. The role emphasizes deepening existing ties and acquiring new clients through tailored banking solutions, trade finance, and investment products.

The ideal candidate will excel in delivering exceptional service, coordinating with cross-functional teams, and driving targeted sales initiatives while ensuring compliance and superior client experiences.

Qualifications

• Experience managing HNW client relationships
• Proven ability to cross-sell banking products
• Knowledge of trade finance and commercial lending
• Strong customer service and problem-solving skills
• Ability to coordinate across teams and with other groups

Responsibilities

• Acquire and expand relationships with HNW clients for liabilities and assets
• Cross-sell banking products to deepen client relationships
• Educate clients about new products and enhancements
• Organize sales initiatives and client engagement events
• Collaborate with group companies to offer integrated financial solutions
• Maintain accurate client interaction records and resolve queries quickly

Skills

Relationship management

Sales expertise

Interpersonal skills

Client acquisition

Financial advisory

Trade finance knowledge

Job description

Elite Banker-Household-Outbound-Branch Banking-Relationship Management

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.