Surat, Gujarat

Elite Banker-Business Banking-Outbound_Branch Banking-Relationship Management_Surat

Posted 3 weeks ago · Senior

The job in two lines

This role involves managing and growing relationships with High Net Worth (HNW) clients, offering tailored banking solutions, and ensuring exceptional customer service.

Summary by Rezifi's AI, from Kotak Mahindra Bank’s posting. Years and pay appear only when the posting states them.

What you'd do

Develop and expand relationships with High Net Worth customers for liabilities and commercial assets.
Ensure high levels of customer service and compliance with bank policies.
Cross-sell a wide range of banking products to deepen client engagement.

Skills it is built around

Trade Finance
Commercial Lending
investment products

Required

customer service
bank policies
banking products
client engagement
sales initiatives
client engagement events
financial solutions
client interactions
relationship history

The facts

Experience: Not stated; The posting names no number of years.
Pay: Not stated; The posting states no pay.
Level: Senior
Field: Relationship management

The full posting

From Kotak Mahindra Bank’s careers site

As Kotak Mahindra Bank posted it. See the original

We are seeking a highly motivated and experienced Elite Bankers to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have a strong understanding of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service.

Responsibilities

Develop and expand relationships with High Net Worth customers for liabilities and commercial assets.
Ensure high levels of customer service and compliance with bank policies.
Cross-sell a wide range of banking products to deepen client engagement.
Inform clients about new products and enhancements to strengthen relationships.
Plan and execute targeted sales initiatives and client engagement events.
Collaborate with group companies to offer integrated financial solutions.
Maintain detailed records of client interactions and relationship history.
Monitor and resolve customer complaints and queries within defined turnaround times (TAT).