Kotak Mahindra Bank Ltd is seeking an Elite Banker to join our Business Banking team. This role focuses on outbound branch banking and relationship management, offering a unique opportunity to build strong client relationships.
As an Elite Banker, you will be responsible for managing and growing a portfolio of high-value business clients. Your primary focus will be on outbound activities, reaching out to potential clients and building a strong network. This role offers an exciting chance to develop and nurture long-lasting relationships, providing tailored financial solutions to meet their unique needs.
- Develop and execute outbound strategies to target potential business clients.
- Build and maintain strong relationships with existing and prospective clients.
- Understand client needs and provide tailored financial solutions.
- Stay updated on market trends and industry developments to offer relevant advice.
- Collaborate with internal teams to ensure seamless client onboarding and service.
- Monitor and analyze client portfolios to identify growth opportunities.
- Handle client inquiries and provide prompt, accurate responses.
- Attend industry events and networking opportunities to expand your network.
- Maintain a high level of professionalism and ethical standards at all times.
- A bachelor's degree in finance, business, or a related field is preferred.
- Minimum 3 years of experience in business banking or a similar role.
- Strong knowledge of financial products and services, especially in business banking.
- Excellent communication and interpersonal skills for building client relationships.
- Ability to work independently and manage a diverse portfolio of clients.
- Analytical mindset with problem-solving and decision-making capabilities.
- Proficiency in MS Office and familiarity with banking software.
- A self-starter with a proactive approach to work and client engagement.
- Willingness to stay updated on industry trends and best practices.
- Strong work ethic and a commitment to delivering exceptional client 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 new 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).
