Elite Banker Household Outbound Branch Banking Relationship Management Chennai

Elite Banker Household Outbound Branch Banking Relationship Management Chennai

07 Aug
|
Kotak
|
Chennai

07 Aug

Kotak

Chennai

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 recent ones by offering tailored banking
solutions across liabilities and commercial assets. The ideal candidate will
have solid 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 current 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

📌 Elite Banker Household Outbound Branch Banking Relationship Management Chennai
🏢 Kotak
📍 Chennai

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