Elite Banker - Relationship Manager for High Net Worth Clients

Kotak Mahindra Bank Limited; Markapur; Sur place; INR 700 000 - 1 100 000; Plein temps

Résumé du poste

Kotak Mahindra Bank Limited in Markapur seeks Elite Bankers to manage and grow relationships with High Net Worth clients. The role focuses on deepening existing relationships and acquiring new ones through tailored banking solutions across liabilities and commercial assets.

The ideal candidate will possess strong knowledge of trade finance, commercial lending, and investment products, with a passion for superior customer service and strategic collaboration across teams to deliver a seamless

Qualifications

• Candidates should have proven experience in managing relationships with high net worth individuals.
• Strong knowledge of banking products across liabilities, assets, and investment options.
• Excellent client servicing and communication skills.

Responsabilités

• Acquire and expand relationships with HNW individuals for liabilities and commercial assets.
• Deliver superior customer service while adhering 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 maximise engagement.
• Organise 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 quick turnaround and satisfaction.

Connaissances

Relationship building

HNW clients

Cross-selling

Customer service

Trade finance knowledge

Commercial lending

Investment products

Description du poste

Elite Banker-Household-Outbound_Branch Banking-Relationship Management_Markapur 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.