Elite Banker-Business Banking-Outbound_BRANCH BANKING_0468_0962_1094590

Department Icon Insurance- General Insurance
Posted: 1 day ago
0-1 years
Mumbai, Maharashtra
Insurance- General Insurance
work from office
Full Time
Closes 13 Dec 2026

Posted: 1 day ago
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Job Description

KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of bank policy. . Cross-sells bank products to existing set of branch customers, which are mapped . Informs customers of new products or product enhancements further to expand the banking relationship. . Plans and conducts special sales initiatives and events for prospective and existing clients. . Coordinates with other group companies to provide seamless access to other products. . Maintains complete relationship record for assigned customer accounts. . Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: . Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. . Very good understanding of Trade and Forex & CA. . Very good understanding of Commercial Assets like CC, OD, TL, Export Finance . Understanding of Mutual Funds and Insurance is an added advantage . Graduate 4 - 6 years of experience . Post Graduate - 2 -4 years of experience . Customer orientation . High energy levels with a motive to succeed

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About Company

Kotak Mahindra Bank is a leading Indian private sector bank known for its innovative banking solutions and customer-centric approach. With a comprehensive suite of financial products and services, including retail banking, investment banking, and wealth management, the bank caters to the diverse needs of individuals, businesses, and corporations across the country. Kotak Mahindra Bank careers offer a dynamic and engaging work environment where professionals can thrive, innovate, and contribute to the bank's mission of delivering exceptional value. Employees are encouraged to pursue excellence, with ample opportunities for professional growth and development. For those looking to forge a successful career in banking, Kotak Mahindra Bank careers present a platform to be part of a progressive, growth-oriented organization.  

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