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
Other Details
It is a Full Time Sales / Business Development job for candidates with 5 - 6+ years Experience.
More about this Senior Relationship Manager - High Net Worth Banking job
What are the eligibility criteria for this Senior Relationship Manager - High Net Worth Banking job?
Ans : Candidates should have All Education levels with 5-7 years of experience for this Senior Relationship Manager - High Net Worth Banking job offered by Kotak Mahindra Bank Limited in Shahganj, Agra.
What salary is offered for this Senior Relationship Manager - High Net Worth Banking job?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Senior Relationship Manager - High Net Worth Banking 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 Shahganj, Agra.
How many vacancies are there for this Senior Relationship Manager - High Net Worth Banking job?
Ans : There is 1 vacancy for this Senior Relationship Manager - High Net Worth Banking role.
Is this job open for all genders?
Ans : Yes, this Senior Relationship Manager - High Net Worth Banking job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Senior Relationship Manager - High Net Worth Banking position is Shahganj, Agra.
What makes this Senior Relationship Manager - High Net Worth Banking 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.