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Platinum Banker - Relationship Manager for High Net Worth Clients

salary Not Disclosed
company-logo
job companyKotak Mahindra Bank Limited
job location Ramtekadi, Pune
job experience2 - 6+ years Experience in Sales / Business Development
1 Opening
full_time फुल टाइम

जॉब हाइलाइट्स

qualification
All Education levels
gender
All genders
jobShift
5 days working | Day Shift

जॉब डिस्क्रिप्शन

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 satisfactionTrade 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

अन्य डिटेल्स

  • 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

  1. What are the eligibility criteria for this Platinum Banker - Relationship Manager for High Net Worth Clients job?
    Ans : Candidates should have All Education levels with 2-7 years of experience for this Platinum Banker - Relationship Manager for High Net Worth Clients job offered by Kotak Mahindra Bank Limited in Ramtekadi, Pune.
  2. What salary is offered for this Platinum Banker - Relationship Manager for High Net Worth Clients job?
    Ans : Salary details will be shared during the hiring process.
  3. What shift and timings does this job follow?
    Ans : This Platinum Banker - Relationship Manager for High Net Worth Clients job follows a Day shift.
  4. Do you need to visit the office for this job?
    Ans : Yes, candidates need to visit the office and work from the location in Ramtekadi, Pune.
  5. How many openings are available for this position?
    Ans : There is 1 opening available for this position.
  6. 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.
  7. Where is this job located?
    Ans : This Platinum Banker - Relationship Manager for High Net Worth Clients job is located in Ramtekadi, Pune.
  8. 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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संपर्क व्यक्ति

KOTAK MAHINDRA BANK LIMITED
Posted 2 days ago
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