Description
The Elite Banker-Household-Outbound role is a critical position within our Branch Banking-Relationship Management department. You will be responsible for developing and maintaining robust relationships with high-net-worth individuals and their families, offering tailored financial solutions and exceptional service. This role requires a proactive and sales-oriented approach, with a focus on outbound client engagement and business development.

Responsibilities
- Build and manage a portfolio of high-value household clients, understanding their financial needs and goals.
- Proactively reach out to potential clients through various outbound sales channels, including cold calling, networking, and referrals.
- Develop and present customized financial solutions, investment strategies, and banking products to meet client requirements.
- Maintain regular communication with clients, providing updates on market trends, investment performance, and new product offerings.
- Collaborate with other relationship managers and specialists to deliver a holistic banking experience to clients.




- Conduct thorough financial needs analysis and provide advice on wealth management, investment planning, and estate planning.
- Stay updated with industry trends, market developments, and regulatory changes to offer relevant and compliant financial solutions.
- Attend networking events, seminars, and client appreciation functions to enhance client relationships and expand the network.
- Ensure compliance with all banking regulations and internal policies while managing client accounts.
- Achieve individual and team sales targets, contributing to the overall growth of the branch and the bank.

Qualifications
- A bachelor's degree in finance, business, economics, or a related field is preferred.
- Minimum 3-5 years of experience in relationship management or private banking, preferably with a focus on household clients.
- Strong sales and business development skills, with a proven track

📌 Elite Banker-Household-Outbound-Branch Banking-Relationship Management (Ahmedabad)
🏢 Kotak Mahindra Bank
📍 Ahmedabad