Platinum Banker-Business Banking-Outbound-Branch Banking-Relationship Management
Kotak Mahindra Bank
2 - 5 years
Mumbai
Posted: 02/03/2026
Job Description
We are looking for a dynamic and self-motivated Platinum Banker to manage and grow relationships with High Net Worth (HNW) customers. This role involves offering personalized banking solutions across liabilities, commercial assets, and investment products, while ensuring superior customer service and compliance with bank policies. The ideal candidate will be a go-getter with strong financial acumen and a passion for relationship management.
Develop and expand relationships with High Net Worth customers for liabilities and commercial assets
Deliver high levels of customer service while ensuring adherence to 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 special sales initiatives and client engagement events
Coordinate with group companies to offer seamless access to other financial products
Maintain complete relationship records for assigned customer accounts
Track and resolve customer complaints and queries within defined turnaround times (TAT)
dynamic, self-motivated, relationship management, strong financial acumen, go-getter attitude, passion for relationship management, superior customer service skills, compliance with bank policies.
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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