Elite Banker-Business Banking-Outbound-Branch Banking-Service
Kotak Mahindra Bank
5 - 10 years
Mumbai
Posted: 02/03/2026
Getting a referral is 5x more effective than applying directly
Job Description
- Build and maintain strong relationships with business customers, understanding their financial needs and goals.
- Proactively identify and approach potential business customers, offering tailored banking solutions.
- Provide excellent customer service, ensuring a positive and professional banking experience.
- Cross-sell and up-sell bank products and services, including loans, deposits, and investment opportunities.
- Stay updated with market trends and competitor offerings to provide competitive financial solutions.
- Collaborate with other bank teams to ensure a seamless customer journey and efficient service delivery.
- Manage and monitor customer accounts, ensuring compliance with bank policies and regulations.
- Handle customer inquiries and complaints, providing timely and accurate resolutions.
- Conduct regular performance reviews and set achievable sales targets.
- Attend industry events and network to promote the bank's brand and services.
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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