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

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.
• 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).