Kotak Mahindra bank : Elite Banker – Household (Outbound, Relationship Management)

CategoryDetails
CompanyKotak Mahindra Bank
Job TitleElite Banker – Household (Outbound, Relationship Management)
Job ID234743
LocationPune, Maharashtra, India
Office LocationThe City Jewel Mall, Pune
Job CategoryBranch Banking / Relationship Management
Job TypeFull Time
ShiftDay Shift
Education RequiredBachelor’s Degree
Target CustomersHigh Net Worth (HNW) Individuals
Role SummaryManage and grow relationships with HNW clients and provide banking, lending and investment solutions
Client AcquisitionAcquire new HNW clients
Relationship ManagementMaintain and deepen relationships with existing HNW clients
Banking ProductsLiabilities, Commercial Assets, Trade Finance, Commercial Lending
Investment ProductsInvestment products and wealth solutions
Sales ResponsibilityCross-sell banking and financial products
Customer ServiceHandle client queries and complaints
Business DevelopmentSales initiatives and client engagement events
CoordinationWork with group companies for integrated financial solutions
Record ManagementMaintain client interaction records
ComplianceFollow bank policies and compliance standards
Job NatureRelationship Management + Sales + Wealth Banking
Experience LevelMid Level (Typically 3–8 years)
Career PathElite Banker → Senior RM → Branch Manager → Regional Manager
IndustryBanking / Wealth Management / Business Banking

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