All roles at Kotak Mahindra Bank

Platinum Banker-Business Banking-Outbound_BRANCH BANKING_0466_0652_1096189

MumbaiFull-timeJunior levelPosted 2 days ago

Finance role at Kotak Mahindra Bank in Mumbai.

About the role

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.

What you'll 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
  • Educate clients about new products and enhancements to maximize engagement
  • Organize and lead targeted sales initiatives and client engagement events

What you need

  • Cross-selling
  • Customer service
  • Compliance
  • Sales

More roles like this at Kotak Mahindra Bank

Apply on Kotak Mahindra Bank's site