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Platinum Banker-Inbound-Branch Banking-Service

Kotak Mahindra Bank

5 - 10 years

Bengaluru, Kota

Posted: 02/03/2026

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Job Description

As a Platinum Banker, you will be the primary point of contact for our prestigious clients, offering a tailored and exclusive banking experience. Your role is crucial in maintaining and enhancing our reputation for exceptional service. You will be responsible for understanding client needs, providing tailored financial advice, and ensuring a seamless banking journey. Responsibilities:
  • Build and maintain strong relationships with high-net-worth clients through regular interactions and personalized service.
  • Understand client financial goals and provide tailored advice on investment opportunities, wealth management, and banking solutions.
  • Process and execute client transactions accurately and efficiently, ensuring a smooth and timely service.
  • Stay updated with market trends and financial products to offer relevant and timely advice to clients.
  • Proactively identify and address client needs, offering innovative solutions and ensuring a high level of satisfaction.
  • Collaborate with other teams and departments to provide a holistic banking experience, ensuring a coordinated approach.
  • Handle client inquiries and complaints promptly, ensuring a positive and professional resolution.
  • Conduct regular reviews and performance assessments of client portfolios, providing insights and recommendations.
  • Maintain a high level of confidentiality and adhere to all regulatory and compliance standards.
  • Continuously enhance your financial knowledge and skills through training and development opportunities.

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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