We are seeking a highly motivated and experienced Elite Bankers to manage and
grow relationships with High Net Worth (HNW) clients. This role involves
acquiring current clients, deepening existing relationships, and offering tailored
banking solutions across liabilities and commercial assets. The ideal candidate
will have a solid understanding of trade finance, commercial lending, and
investment products, along with a passion for delivering exceptional customer
service.
RESPONSIBILITIES
Develop and expand relationships with High Net Worth customers for
liabilities and commercial assets.
Ensure high levels of customer service and compliance with bank policies.
Cross-sell a wide range of banking products to deepen client engagement.
Inform clients about current products and enhancements to strengthen
relationships.
Plan and execute targeted sales initiatives and client engagement events.
Collaborate with group companies to offer integrated financial solutions.
Maintain detailed records of client interactions and relationship history.
Monitor and resolve customer complaints and queries within defined
turnaround times (TAT).
📌 Elite Banker Business Banking Outbound Branch Banking Relationship Management Sachin (India)
🏢 Kotak
📍 India
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