About this role
Role Purpose
The Elite Banker is responsible for handling inbound customer interactions, acquiring and managing affluent customers, deepening existing relationships, and promoting Kotak Mahindra Bank's liability and wealth management products. The role focuses on delivering superior customer service while achieving business and revenue targets.
Key Responsibilities
- Attend and manage inbound customer inquiries and walk-in customers.
- Acquire New-to-Bank (NTB) customers through branch referrals and customer interactions.
- Promote and cross-sell Savings Accounts, Current Accounts, Fixed Deposits, Insurance, Mutual Funds, and other wealth products.
- Build and maintain long-term relationships with affluent and high-net-worth customers.
- Understand customer financial needs and recommend suitable banking solutions.
- Ensure excellent customer service and quick resolution of queries.
- Achieve assigned sales, revenue, and portfolio growth targets.
- Maintain high standards of compliance, risk management, and regulatory adherence.
- Coordinate with branch and product teams for seamless customer experience.
Preferred Candidate Profile
- Graduation in any discipline (MBA preferred).
- 1-6 years of experience in Retail Banking, Wealth Management, Liabilities Sales, Relationship Management, or Financial Services.
- Strong communication, relationship-building, and sales skills.
- Knowledge of banking products, investment products, and financial markets.
- Customer-centric approach with a passion for sales and service.
- Ability to work in a target-driven environment.