Platinum Banker-Business Banking-Outbound-Branch Banking-Relationship Management
Kotak Mahindra Bank
2 - 5 years
Surat
Posted: 02/03/2026
Getting a referral is 5x more effective than applying directly
Job Description
- Build and manage a portfolio of business banking clients, focusing on outbound relationship management.
- Identify and target potential business banking clients through market research and lead generation.
- Conduct in-depth needs analysis for each client to offer tailored financial solutions.
- Present and explain complex financial products and services to clients in a clear and concise manner.
- Negotiate and close deals, ensuring a high level of client satisfaction and retention.
- Stay updated with industry trends and competitor offerings to provide competitive solutions.
- Collaborate with internal teams to ensure seamless delivery of services and products.
- Maintain accurate records and documentation for all client interactions and transactions.
- Provide regular updates and reports to senior management on client relationships and sales performance.
- Attend industry events and conferences to represent the bank and expand the network.
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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