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.

RESPONSIBILITIES

1. Acquire and expand relationships with High Net Worth individuals for both
liabilities and commercial assets.
2.



Deliver superior customer service while ensuring adherence to bank policies
and compliance standards.
3. Cross-sell a wide range of banking products and services to deepen client
relationships.
4. Educate clients about current products and enhancements to maximize engagement.
5. Organize and lead targeted sales initiatives and client engagement events.
6. Collaborate with other group companies to offer integrated financial
solutions.
7. Maintain comprehensive records of client interactions and relationship
history.
8. Monitor and resolve customer complaints and queries with a focus on quick
turnaround and satisfaction.

📌 Platinum Banker-Household-Outbound-Branch Banking-Relationship Management (New Delhi)
🏢 Kotak
📍 New Delhi