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Kotak1 month ago

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

On-site · Surat, Gujarat, India

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

Job Summary

Manage and grow relationships with High Net Worth clients, deepening relationships across liabilities and commercial assets; cross-sell a wide range of banking products and services; educate clients about new product enhancements; organize and lead targeted sales initiatives and client engagement events; coordinate with other group companies to offer integrated financial solutions; maintain comprehensive records of client interactions; monitor and resolve customer inquiries with quick turnaround; apply knowledge of trade finance, commercial lending, and investment products to deliver tailored financial solutions while ensuring compliance and exceptional service.

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Kotak

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

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