Elite Banker-Household-Outbound_Branch Banking-Relationship Management_Hyderabad

Kotak Mahindra Bank

Hyderabad, TS, India3w ago

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Key details

Location
Hyderabad, TS, India
Work style
Onsite
Level
Mid level
Job type
Full-time
Function
Finance & Accounting
Focus area
other
Posted
3w ago

Skills

commercial lendingcustomer servicetrade finance

About the role

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.
  1. Acquire and expand relationships with High Net Worth individuals for both liabilities and commercial assets.
  2. Deliver superior customer service while ensuring adherence to bank policies and compliance standards.
  3. Cross-sell a wide range of banking products and services to deepen client relationships.
  4. Educate clients about new products and enhancements to maximize engagement.
  5. Organize and lead targeted sales initiatives and client engagement events.
  6. Collaborate with other group companies to offer integrated financial solutions.
  7. Maintain comprehensive records of client interactions and relationship history.
  8. Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction.

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