Senior Relationship Manager - High Net Worth Banking

Kotak Mahindra Bank; Gurugram District; On-site; INR 1,200,000 - 2,800,000; Full time

Job summary

Kotak Mahindra Bank is seeking a dynamic Platinum Banker to manage and grow relationships with High Net Worth clients. You will deepen existing relationships and acquire new ones by offering tailored banking solutions across liabilities and assets.

You will leverage trade finance, commercial lending and investment product knowledge to deliver exceptional service, educate clients on new offerings and coordinate across teams to ensure a seamless banking experience.

Qualifications

• Experience managing HNW client relationships.
• Knowledge of trade finance, commercial lending and investment products.
• Strong interpersonal skills and ability to coordinate across teams.

Responsibilities

• Acquire and expand relationships with High Net Worth individuals for 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.

Skills

HNW client relationships

Trade finance

Commercial lending

Investment products

Customer service

Cross-selling

Interpersonal skills

Job description

Platinum Banker-Household-Outbound_BRANCH BANKING_0468_4269_1084392

We are seeking a dynamic and experienced Platinum Banker 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.

Key Responsibilities

• 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.