We are looking for a dynamic and self-motivated Platinum Banker to manage and grow relationships with High Net Worth (HNW) customers. This role involves offering personalized banking solutions across liabilities, commercial assets, and investment products, while ensuring superior customer service and compliance with bank policies. The ideal candidate will be a go-getter with strong financial acumen and a passion for relationship management.
Develop and expand relationships with High Net Worth customers for liabilities and commercial assets
Deliver high levels of customer service while ensuring adherence to 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 special sales initiatives and client engagement events
Coordinate with group companies to offer seamless access to other financial products
Maintain complete relationship records for assigned customer accounts
Track and resolve customer complaints and queries within defined turnaround times (TAT)
dynamic, self-motivated, relationship management, strong financial acumen, go-getter attitude, passion for relationship management, superior customer service skills, compliance with bank policies.
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
