Elite Banker-Inbound_BRANCH BANKING_0466_2766_1020657 Job Description We are seeking a dynamic and experienced Elite Bankers 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. Responsibilities: 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. Job Requirements: 3 to 4 years work experience, At-least 1+ years at Relationship Manager Role. Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.
Other Details
It is a Full Time Sales / Business Development job for candidates with 3 - 4 years of experience.
More about this Elite Banker - Relationship Manager for High Net Worth Clients job
What are the eligibility criteria for this Elite Banker - Relationship Manager for High Net Worth Clients job?
Ans : Candidates should have All Education levels with 3-4 years of experience for this Elite Banker - Relationship Manager for High Net Worth Clients job offered by Kotak Mahindra Bank Limited in GIDC Industrial area, Vadodara.
What salary is offered for this Elite Banker - Relationship Manager for High Net Worth Clients job?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Elite Banker - Relationship Manager for High Net Worth Clients job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in GIDC Industrial area, Vadodara.
How many vacancies are there for this Elite Banker - Relationship Manager for High Net Worth Clients job?
Ans : There is 1 vacancy for this Elite Banker - Relationship Manager for High Net Worth Clients role.
Is this job open for all genders?
Ans : Yes, this Elite Banker - Relationship Manager for High Net Worth Clients job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Elite Banker - Relationship Manager for High Net Worth Clients position is GIDC Industrial area, Vadodara.
What makes this Elite Banker - Relationship Manager for High Net Worth Clients job a good opportunity?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.