Elite Banker-Household-Outbound-Branch Banking-Relationship Management
Kotak Mahindra Bank
2 - 5 years
Surat
Posted: 02/03/2026
Job Description
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.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
Collaborate with other group companies to offer integrated financial solutions
Maintain comprehensive records of client interactions and relationship history
Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfactionTrade Finance, Commercial Lending, Investment Products Knowledge, Customer Service Excellence, Strategic Thinking, Interpersonal Skills, Team Coordination, Trade Finance Knowledge,Commercial Lending Knowledge,Investment Products Knowledge,Customer Service Excellence,Strategic Thinking,Interpersonal Skills,Team Coordination,Deep Product Knowledge & Application,Needs-Based Selling,Referral Generation & Management,Negotiation & Persuasion,Customer Segmentation & Profiling,Customer Lifetime Value (CLTV) Focus,Data Analysis & Insights (Basic CRM/Analytics),Financial Planning & Advisory,Proactive Engagement & Follow-up,Conflict Resolution & Issue Management,Ethical Sales Practices & Transparency,Time Management & Prioritization
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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