Elite Banker-Inbound-Branch Banking-Service
Kotak Mahindra Bank
5 - 10 years
Amritsar
Posted: 02/03/2026
Getting a referral is 5x more effective than applying directly
Job Description
- Manage a portfolio of high-net-worth inbound clients, understanding their financial goals and preferences.
- Proactively reach out to clients, offering personalized financial advice and solutions.
- Cross-sell and up-sell bank products and services, including investments, loans, and insurance.
- Maintain accurate records and documentation for all client interactions and transactions.
- Stay updated on market trends, regulatory changes, and new banking products to provide informed advice.
- Collaborate with other departments to ensure seamless service delivery and efficient client onboarding.
- Handle client inquiries and complaints promptly, providing effective resolutions.
- Conduct regular performance reviews with clients to assess their satisfaction and identify areas for improvement.
- Participate in marketing and promotional activities to attract new clients and retain existing ones.
- Ensure compliance with all banking regulations and maintain high ethical standards.
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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