Hyderabad, Telangana

Elite Banker-Household-Outbound_BRANCH BANKING-Area Head's Office_Hyderabad

Posted 3 weeks ago · Mid level

The job in two lines

This role involves managing and growing relationships with High Net Worth (HNW) clients by offering tailored banking solutions, including trade finance, commercial lending, and investment products, with a focus on exceptional customer service and strategic thinking.

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

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.

Skills it is built around

Trade Finance
Commercial Lending
investment products

Nice to have

banking solutions
liabilities
commercial assets
customer service
bank policies
compliance standards
Cross-Selling
client engagement events
integrated 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: Mid level
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 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.

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.