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Elite Banker-Business Banking-Outbound-Branch Banking-Relationship Management

Kotak Mahindra Bank·Surat

Pay not statedJunior levelFull-time

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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