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Platinum Banker - business Banking - outbound - branch Banking - service

Develop and expand high net worth business banking relationships with cross-sell of products
Mumbai, Mahārāshtra, India
Mid-Level
18 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.

Platinum Banker-Business Banking-Outbound

Business Banking 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 6 - 8 years of experience. Post Graduate 4 - 6 years of experience. Customer orientation. High energy levels with a motive to succeed.

Job Identification: 227291

Job Category: KMBL

Apply Before: 02/12/2026, 07:21 AM

Degree Level: Bachelor's Degree

Job Schedule: Full time

Locations: SHOP NO.7,8,9, ELEGANCE BUILDING, DAMANI ESTATE, NAUPADA, Mumbai, Maharashtra, 400602, IN

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