Kotak Mahindra Bank : Elite Banker – Household-Outbound – Branch Banking – Relationship Management

FieldDetails
Job TitleElite Banker – Household-Outbound – Branch Banking – Relationship Management
CompanyKotak Mahindra Bank
Job CategoryConsumer Bank
Job ID243728
LocationAmritsar, Punjab, India
Office Address10, Kennedy Avenue, Amritsar, Punjab – 143001
Posting Date28 June 2026
Job TypeFull-time
ShiftDay Shift
EducationBachelor’s Degree
ExperienceNot specified (Relevant HNW/Relationship Banking experience preferred)
Role PurposeManage and grow relationships with High Net Worth (HNW) customers by offering customized banking, lending, investment, and commercial banking solutions while acquiring new clients.
Key ResponsibilitiesAcquire new HNW clients for liabilities and commercial assets; deepen existing customer relationships; cross-sell banking and investment products; educate customers on new products; organize customer engagement and sales events; collaborate with group companies for integrated financial solutions; maintain customer records; resolve customer complaints promptly; ensure compliance with bank policies.
Products/DomainLiabilities, Commercial Assets, Trade Finance, Commercial Lending, Investment Products, Cross-selling
Required SkillsRelationship Management, HNW Client Acquisition, Sales, Customer Service, Trade Finance, Commercial Lending, Investment Advisory, Communication, Networking, Cross-functional Coordination, Compliance
Target CustomersHigh Net Worth Individuals (HNWIs)
Performance MetricsHNW client acquisition, portfolio growth, cross-sell revenue, customer satisfaction, relationship deepening, policy compliance
Career PathElite Banker → Senior Relationship Manager → Branch Relationship Head → Regional Affluent Banking Manager
Best Suited ForProfessionals with experience in Relationship Management, Wealth Banking, Affluent Banking, Branch Banking, Priority Banking, or HNI Sales.

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