Elite Banker-Inbound-Branch Banking-Service at Kotak… · Bihar

Kotak Mahindra Bank Ltd is seeking an Elite Banker for its Inbound Branch Banking Service department. The ideal candidate will be a proactive, client-focused professional with a strong sales and service mindset.

As an Elite Banker, you will be responsible for delivering an exceptional customer experience and driving business growth. You will build and maintain strong relationships with high-value customers, offering tailored financial solutions and expert advice. Your role will involve understanding client needs, cross-selling bank products, and ensuring a seamless and efficient banking journey.

Responsibilities

• Develop and manage a portfolio of high-value customers, ensuring their banking needs are met.
• Proactively identify and engage with potential customers, converting leads into loyal clients.
• Offer personalized financial solutions, including deposits, loans, investments, and insurance products.
• Provide expert advice and guidance on complex financial matters, ensuring client satisfaction.
• Cross-sell and up-sell bank products and services to maximize revenue and client retention.
• Maintain a high level of product knowledge and stay updated with market trends and competitor offerings.
• Collaborate with other teams to ensure a seamless customer experience across all touchpoints.
• Handle customer inquiries and complaints efficiently, providing timely and accurate resolutions.
• Maintain accurate records and documentation, ensuring compliance with regulatory requirements.
• Attend training sessions and workshops to enhance your skills and stay updated with industry developments.

Qualifications

• A bachelor's degree in finance, business, or a related field is preferred.
• Minimum 3 years of experience in a similar role, preferably in a banking or financial institution.
• Strong sales and customer service skills, with a proven track record of meeting targets.
• Excellent communication and interpersonal abilities, with a client-centric approach.
• Ability to build rapport and establish long-term relationships with high-net-worth individuals.
• Proficiency in financial analysis and a good understanding of market trends.
• Knowledge of banking products and services, including deposits, loans, and investments.
• Strong organizational skills and attention to detail.
• Ability to work independently and manage a high volume of work.
• A self-motivated and proactive attitude, with a passion for delivering exceptional customer service.