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Kotak2 weeks ago

Elite Banker-Household-Outbound-Branch Banking-Relationship Management

On-site · Coimbatore, Tamil Nadu, India

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Large
Industry
Banking Services

Job Summary

Elite Banker-Household-Outbound-Branch Banking-Relationship Management role focused on acquiring and expanding relationships with High Net Worth clients for liabilities and commercial assets. Responsibilities include delivering superior customer service, cross-selling a wide range of banking products, educating clients on new products, organizing targeted sales initiatives and client engagement events, collaborating with group companies to provide integrated financial solutions, maintaining comprehensive records of client interactions and relationship history, and monitoring/resolving customer inquiries with quick turnaround. Must demonstrate knowledge of trade finance, commercial lending, and investment products, along with strong interpersonal skills, strategic thinking, team coordination, data analysis (CRM/analytics), and ethical sales practices to drive client value and retention.

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Kotak

Elite Banker-Household-Outbound-Branch Banking-Relationship Management

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