Platinum Banker-Household-Outbound-Branch Banking-Relationship Management
Kotak Mahindra Bank
2 - 5 years
Udaipur
Posted: 02/03/2026
Getting a referral is 5x more effective than applying directly
Job Description
- Build and manage a portfolio of high-value customers, ensuring their financial needs are met.
- Proactively identify and engage with potential clients through outbound sales activities.
- Offer personalized financial advice and solutions, including investment, wealth management, and banking services.
- Maintain a high level of customer satisfaction through excellent service and timely response.
- Collaborate with the branch team to cross-sell and up-sell bank products and services.
- Stay updated on market trends, industry regulations, and competitor offerings to provide relevant advice.
- Conduct regular portfolio reviews and provide periodic financial updates to clients.
- Manage and resolve customer complaints and queries in a timely and professional manner.
- Participate in bank-wide initiatives and contribute to the overall business growth strategy.
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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