We are seeking a energetic 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.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,Eth

📌 Elite Banker-Household-Outbound-Branch Banking-Relationship Management (India)
🏢 Kotak
📍 India