Platinum Banker - Relationship Manager for High Net Worth Clients
Kotak Mahindra Bank Limited
Work from Office
Full Time
Min. 2 yearsJob Description
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management
We are seeking a dynamic and experienced Platinum Banker to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have strong knowledge of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service.
This is a high-impact role that requires strategic thinking, excellent interpersonal skills, and the ability to coordinate across teams to deliver a seamless banking experience.
Acquire and expand relationships with High Net Worth individuals for both liabilities and commercial assets
Deliver superior customer service while ensuring adherence to bank policies and compliance standards
Cross-sell a wide range of banking products and services to deepen client relationships
Educate clients about new products and enhancements to maximize engagement
Organize and lead targeted sales initiatives and client engagement events
Collaborate with other group companies to offer integrated financial solutions
Maintain comprehensive records of client interactions and relationship history
Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction
Trade Finance, Commercial Lending, Investment Products Knowledge, Customer Service Excellence, Strategic Thinking, Interpersonal Skills, Team Coordination, Trade Finance Knowledge,Commercial Lending Knowledge,Investment Products Knowledge,Customer Service Excellence,Strategic Thinking,Interpersonal Skills,Team Coordination,Deep Product Knowledge & Application,Needs-Based Selling,Referral Generation & Management,Negotiation & Persuasion,Customer Segmentation & Profiling,Customer Lifetime Value (CLTV) Focus,Data Analysis & Insights (Basic CRM/Analytics),Financial Planning & Advisory,Proactive Engagement & Follow-up,Conflict Resolution & Issue Management,Ethical Sales Practices & Transparency,Time Management & Prioritization
Experience Level
Mid LevelJob role
Job requirements
About company
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The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Ahmedabad to get hired quickly.
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