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
Other Details
- It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.
More about this Platinum Banker - Relationship Manager for High Net Worth Clients job
What qualifications and experience are required for this Platinum Banker - Relationship Manager for High Net Worth Clients position?
Ans : Candidates should have All Education levels with 2-7 years of experience.
What is the salary and job type for this role?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Platinum 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 Ballabhgarh, Faridabad.
How many openings are available for this position?
Ans : There is 1 opening available for this position.
Is this job open for all genders?
Ans : Yes, this Platinum Banker - Relationship Manager for High Net Worth Clients job is open for both male and female candidates.
Where is this job located?
Ans : This Platinum Banker - Relationship Manager for High Net Worth Clients job is located in Ballabhgarh, Faridabad.
Why should you apply for this Platinum Banker - Relationship Manager for High Net Worth Clients job?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening available.
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Kotak Mahindra Bank Limited
Ballabhgarh, Faridabad
2 - 6+ years Experience in Sales / Business Development
Full Time
