Platinum Banker-Business Banking-Outbound-Branch Banking-Relationship Management
Kotak Mahindra Bank Limited
Work from Office
Full Time
Min. 2 yearsJob Description
Platinum Banker-Business Banking-Outbound-Branch Banking-Relationship Management
We are looking for a dynamic and self-motivated Platinum Banker to manage and grow relationships with High Net Worth (HNW) customers. This role involves offering personalized banking solutions across liabilities, commercial assets, and investment products, while ensuring superior customer service and compliance with bank policies. The ideal candidate will be a go-getter with strong financial acumen and a passion for relationship management.
- Develop and expand relationships with High Net Worth customers for liabilities and commercial assets.
- Deliver high levels of customer service while ensuring adherence to bank policies.
- Cross-sell a wide range of banking products to deepen client engagement.
- Inform clients about new products and enhancements to strengthen relationships.
- Plan and execute special sales initiatives and client engagement events.
- Coordinate with group companies to offer seamless access to other financial products.
- Maintain complete relationship records for assigned customer accounts.
- Track and resolve customer complaints and queries within defined turnaround times (TAT).
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 Surat to get hired quickly.
The candidate should have sound communication skills and sound communication skills for this job.
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