SKY-Phygital RM-Branch Banking-RO-CE
Kotak Mahindra Bank
2 - 5 years
Jaipur
Posted: 02/03/2026
Getting a referral is 5x more effective than applying directly
Job Description
- Manage and grow a portfolio of high-net-worth clients, offering personalized banking solutions.
- Conduct in-person meetings, video calls, and telecalls to understand client needs and provide tailored advice.
- Acquire new clients and expand the bank's customer base through effective relationship management.
- Cross-sell liability and asset products, including loans and investment opportunities, to existing and new clients.
- Stay updated with market trends and financial products to provide relevant and timely advice to clients.
- Ensure a high level of customer satisfaction and maintain a positive brand image through excellent service.
- Collaborate with other teams to develop and implement effective sales and marketing strategies.
- Maintain accurate records and documentation of client interactions and transactions.
- Provide regular reports and insights on client portfolios and market trends to senior management.
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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