Platinum Banker-Business Banking-Outbound-Branch Banking-Service
Kotak Mahindra Bank
5 - 10 years
Daman, Mumbai
Posted: 02/03/2026
Getting a referral is 5x more effective than applying directly
Job Description
- Build and maintain strong relationships with business clients, understanding their financial needs and goals.
- Proactively identify and pursue new business opportunities through outbound calls, meetings, and networking events.
- Cross-sell and up-sell Kotak Mahindra Bank's products and services, including loans, deposits, investment solutions, and more.
- Provide personalized financial advice and solutions to business clients, ensuring their satisfaction and loyalty.
- Stay updated on market trends, industry developments, and competitor offerings to enhance your sales strategies.
- Collaborate with other teams within the bank to ensure a seamless and efficient customer journey.
- Maintain accurate records and documentation of client interactions and transactions.
- Ensure compliance with all regulatory and internal policies and procedures.
- Participate in team meetings and contribute to the overall success of the Business Banking team.
- Represent Kotak Mahindra Bank professionally and positively in all external interactions.
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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