Elite Banker-Business Banking-Outbound_Branch Banking-Relationship Management_Bangalore
BengaluruFull-timeJunior levelPosted yesterday
Finance role at Kotak Mahindra Bank in Bengaluru.
About the role
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.
What you'll 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
- 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
What you need
- Cross-selling
- Customer service
- Compliance
- Sales