Senior Relationship Manager - High Net Worth Banking

Kotak Mahindra Bank Limited; Patna; Presencial; INR 700.000 - 1.100.000; Jornada completa

Descripción de la vacante

Kotak Mahindra Bank Limited in Patna seeks a dynamic Platinum Banker to manage and grow relationships with High Net Worth clients. The role focuses on deepening relationships, cross-selling a broad range of banking solutions, and coordinating with teams to deliver seamless service.

Ideal candidates will have strong knowledge of trade finance, commercial lending, and investment products, with a passion for exceptional customer service and strategic thinking to drive growth and client satisfaction.

Formación

• Experience in managing High Net Worth client relationships.
• Strong knowledge of banking products and services.
• Excellent interpersonal and communication skills.

Responsabilidades

• Acquire and expand relationships with High Net Worth individuals for liabilities and assets.
• Deliver superior customer service while adhering to bank policies and compliance standards.
• Cross-sell a wide range of banking products 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 records of client interactions and relationship history.
• Monitor and resolve customer complaints and queries with quick turnaround.

Conocimientos

Relationship management

HNW client handling

Cross-selling

Customer service

Descripción del empleo

Platinum Banker-Household-Outbound_Branch Banking-Relationship Management_Patna

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.

• 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.