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Elite Banker - business Banking - outbound - branch Banking - service

Own the outbound business banking client acquisition process and drive high-value relationships
Mumbai
Mid-Level
9 hours agoBe an early applicant
Kotak

Kotak

Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.

Elite Banker

As an Elite Banker, you will be a key driver of our business growth strategy. Your primary responsibility will be to identify and engage with potential high-value customers, offering tailored financial solutions. You will build and maintain strong relationships with clients, ensuring their needs are met and exceeded. This role offers an exciting opportunity to be part of a dynamic and successful banking team, with the potential for rapid career progression.

Responsibilities

Proactively identify and engage with potential high-net-worth individuals and businesses.

Conduct thorough needs analysis and provide tailored financial solutions.

Build and maintain a strong network of relationships with clients and key stakeholders.

Achieve and exceed sales targets through effective outbound calling and relationship management.

Stay updated with industry trends and competitor offerings to provide competitive solutions.

Collaborate with internal teams to ensure seamless delivery of services and products.

Provide exceptional customer service and ensure client satisfaction.

Maintain accurate records and documentation of client interactions and transactions.

Participate in team meetings and contribute to the overall business banking strategy.

Continuously develop your skills and knowledge to enhance your performance.

Qualifications

A bachelor's degree in business, finance, or a related field is preferred.

Minimum 2 years of experience in a similar outbound sales or business development role.

Strong sales and negotiation skills, with a proven track record of achieving targets.

Excellent communication and interpersonal skills, with the ability to build rapport.

Proficiency in Microsoft Office and CRM systems.

Ability to work independently and manage a high volume of outbound calls.

Strong organizational skills and attention to detail.

A self-motivated and results-driven approach to work.

Willingness to learn and adapt to new strategies and technologies.

A professional and positive attitude, with a focus on client satisfaction.

Job Info

Job Identification 234660

Job Category KMBL

Locations Navi Mumbai, Maharashtra, IN

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Elite Banker - business Banking - outbound - branch Banking - service
Mumbai
Support
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.