06 Sep
|
Kotak
|
Bengaluru
We are looking for a dynamic and self-motivated Platinum Banker to manage and
grow relationships with High Net Worth (HNW) customers. This role involves
offering personalized banking solutions across liabilities, commercial assets,
and investment products, while ensuring superior customer service and compliance
with bank policies. The ideal candidate will be a go-getter with strong
financial acumen and a passion for relationship management.
RESPONSIBILITIES
1. Develop and expand relationships with High Net Worth customers for
liabilities and commercial assets.
2. Deliver high levels of customer service while ensuring adherence to bank
policies.
3. Cross-sell a wide range of banking products to deepen client engagement.
4. Inform clients about recent products and enhancements to strengthen
relationships.
5. Plan and execute special sales initiatives and client engagement events.
6. Coordinate with group companies to offer seamless access to other financial
products.
7. Maintain complete relationship records for assigned customer accounts.
8. Track and resolve customer complaints and queries within defined turnaround
times (TAT).
📌 Platinum Banker-Business Banking-Outbound-Branch Banking-Relationship Management (Bengaluru)
🏢 Kotak
📍 Bengaluru