We are seeking a Platinum Banker to join our Business Banking team, focusing on
outbound activities. The role is based in our Branch Banking-Service department,
offering an exciting opportunity to drive business growth and provide
exceptional customer service.
As a Platinum Banker, you will be responsible for managing and growing a
portfolio of high-value business clients. Your primary focus will be on outbound
activities, including proactive outreach, relationship building, and
cross-selling our bank's products and services. You will be a key player in
delivering an exceptional banking experience to our business customers.
Responsibilities
* Build and maintain strong relationships with business clients, understanding
their financial needs and goals.
* Proactively identify and pursue new business opportunities through outbound
calls, meetings, and networking events.
* Cross-sell and up-sell Kotak Mahindra Bank's products and services, including
loans, deposits, investment solutions, and more.
* Provide personalized financial advice and solutions to business clients,
ensuring their satisfaction and loyalty.
* Stay updated on market trends, industry developments, and competitor
offerings to enhance your sales strategies.
* Collaborate with other teams within the bank to ensure a seamless and
productive customer journey.
* Maintain accurate records and documentation of client interactions and
transactions.
* Ensure compliance with all regulatory and internal policies and procedures.
* Participate in team meetings and contribute to the overall success of the
Business Banking team.
* Represent Kotak Mahindra Bank professionally and positively in all external
interactions.
Qualifications
* Bachelor's degree in Business, Finance, or a related field preferred.
* Minimum 2 years of experience in a similar role, preferably in business
banking or a related industry.
* Strong sales and relationship management skills, with a proven track record
of achieving targets.
* Excellen