About this role
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.
Responsibilities
• 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.
Qualifications
• 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.
• 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).