Elite Relationship Manager-Business Banking-BRANCH… at Kotak… · Surat

We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening existing relationships, and offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have a strong understanding of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service.

Responsibilities

Develop and expand relationships with High Net Worth customers for liabilities and commercial assets

Ensure high levels of customer service and compliance with bank policies

Cross-sell a wide range of banking products to deepen client engagement

Inform clients about new products and enhancements to strengthen relationships

Plan and execute targeted sales initiatives and client engagement events

Collaborate with group companies to offer integrated financial solutions

Maintain detailed records of client interactions and relationship history

Monitor and resolve customer complaints and queries within defined turnaround times (TAT)