Elite Banker-Inbound-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
- Develop and maintain strong relationships with high-value customers, understanding their financial goals and needs.
- Offer personalized financial solutions, including investment advice, wealth management, and tailored banking products.
- Proactively reach out to customers, providing regular updates and insights on market trends and opportunities.
- Ensure a premium banking experience, handling customer inquiries and providing prompt, efficient service.
- Collaborate with other bank departments to ensure a seamless and integrated service for customers.
- Stay updated on market trends, regulatory changes, and new financial products to offer relevant advice.
- Conduct regular performance reviews and provide feedback to customers on their financial portfolios.
- Identify cross-selling opportunities and promote the bank's products and services to existing customers.
- Maintain a high level of professionalism and confidentiality when handling customer data and information.
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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