Elite Banker - Relationship Manager for High Net Worth Clients

Kotak Securities Limited; Krishnagiri District; On-site; INR 900,000 - 1,800,000; Full time

Job summary

Kotak Securities Limited seeks an Elite Banker for the Hosur branch to manage and grow relationships with High Net Worth clients, offering tailored banking solutions across liabilities and commercial assets.

The role demands deep knowledge of trade finance, commercial lending, and investment products, with a focus on delivering exceptional service and coordinating across teams to ensure a seamless banking experience.

Qualifications

• Manage and grow relationships with High Net Worth clients.
• Offer tailored banking solutions across liabilities and commercial assets.
• Deep knowledge of trade finance, commercial lending, and investment products.
• Deliver exceptional customer service and coordinate across teams.

Responsibilities

• Develop and maintain relationships with HNW clients in Hosur.
• Identify opportunities for cross-sell across banking products.
• Coordinate with product and credit teams to deliver seamless solutions.
• Ensure high levels of client satisfaction and retention.

Job description

Elite Banker-Household-Outbound_Branch Banking-Relationship Management_Hosur

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.