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

Kotak Mahindra Bank

2 - 5 years

Noida

Posted: 02/03/2026

Getting a referral is 5x more effective than applying directly

Job Description

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. The ideal candidate will have a strong understanding of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service.

 

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
Cross-sell a wide range of banking products to deepen client engagement
Inform clients about new products and enhancements to strengthen relationships
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
Monitor and resolve customer complaints and queries within defined turnaround times (TAT)

 

Exceptional Communication & Interpersonal Skills, Sales & Business Development, Customer Service Orientation & Empathy, Relationship Building & Networking, Financial Acumen & Product Knowledge, Analytical & Problem-Solving Skills, Regulatory Compliance, CRM & Technological Proficiency, Strategic Planning, Time Management & Organization

About Company

Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.

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