Elite Banker - Relationship Manager for High Net Worth Clients

Kotak Mahindra Bank Limited; Punjab; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Kotak Mahindra Bank is seeking Elite Bankers to manage and grow relationships with High Net Worth clients in Chandigarh. The role focuses on deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities, commercial assets, and investment products.

The ideal candidate will have knowledge of trade finance and commercial lending, plus strong customer service and interpersonal skills.

Qualifications

• Experience managing High Net Worth client relationships.
• Knowledge of trade finance, lending, and investment products.
• Strong customer service and problem-solving skills.
• Ability to coordinate across teams.

Responsibilities

• Acquire and expand relationships with High Net Worth individuals for liabilities and commercial assets.
• Deliver superior 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.

Skills

Relationship management

Trade finance

Commercial lending

Investment products

Customer service

Interpersonal skills

Cross-functional coordination

Job description

Elite Banker-Household-Outbound_Branch Banking-Relationship Management_Chandigarh

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.