Kotak Mahindra Bank Limited

Senior Relationship Manager - High Net Worth Banking

Kotak Mahindra Bank Limited
Ludhiana
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 5 yearsMin. 5 years

Job 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

Experience Level

Mid Level

Job role

Work location
Work locationLudhiana, Punjab, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking/Loan Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 5 years

About company

Name
NameKotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited

Similar jobs you can apply for

Business Development
PA Wealth Pvt Ltd

Relationship Manager

PA Wealth Pvt Ltd
Model Gram, Ludhiana
₹25,000 - ₹45,000*
Work from Office
Full Time
Min. 2 years
Basic English
Kickass Adventures

Customer Relationship Officer

Kickass Adventures
Civil Lines, Ludhiana
₹15,000 - ₹25,000
Work from Office
Full Time
Any experience
Good (Intermediate / Advanced) English
Randstad India Private Limited

Junior Relationship Executive

Randstad India Private Limited
Ludhiana
₹16,000 - ₹44,000*
Field Job
Full Time
Any experience
Basic English
Pine Labs Private Limited

Sales Executive

Pine Labs Private Limited
Ludhiana
₹20,000 - ₹26,000*
Field Job
Full Time
Min. 1 year
Basic English
Niva Bupa Health Insurance Company

Agency Manager

Niva Bupa Health Insurance Company
Ludhiana
₹25,000 - ₹50,000*
Field Job
Full Time
Any experience
Basic English
Phonepe

Business Development Executive (BDE)

Phonepe
Ludhiana
₹18,000 - ₹25,500*
Field Job
Full Time
Min. 6 months
Basic English