JOB DETAILS
Elite Banker-Household-Outbound-Branch Banking-Relationship Management
CompanyKotak
LocationGurgaon
Work ModeOn Site
PostedSeptember 19, 2026
About The Company
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
Note: Our new toll-free number is 18004100.
SEBI registration details - https://www.kotak.bank.in/content/dam/Kotak/others/sebi-registration-details.pdf
About the Role
As an Elite Banker, you will be responsible for building and maintaining strong relationships with affluent households. Your primary goal is to understand their financial needs and provide tailored solutions. This role offers an exciting opportunity to work closely with high-net-worth individuals and contribute to their financial success.
Responsibilities
- Develop and execute a comprehensive relationship management strategy for assigned household clients.
- Conduct in-depth financial needs analysis and provide personalized banking solutions.
- Proactively identify cross-selling opportunities and collaborate with other business units to offer a wide range of banking products and services.
- Maintain a high level of client satisfaction through regular communication, timely service delivery, and exceptional customer service.
- Stay updated on market trends, industry regulations, and competitor offerings to ensure competitive positioning.
- Build a strong network within the local community to identify potential new clients and expand the bank's reach.
- Collaborate with the marketing team to develop targeted campaigns and events to engage and attract high-value households.
- Participate in client-facing activities, such as seminars, workshops, and social events, to enhance the bank's brand presence.
- Maintain accurate records and documentation of client interactions and transactions, ensuring compliance with regulatory requirements.
- Provide regular performance reports and insights to senior management, contributing to strategic decision-making.
Qualifications
- A bachelor's degree in finance, business administration, or a related field is preferred.
- Minimum 3-5 years of experience in relationship management or private banking, preferably in a branch banking environment.
- Strong knowledge of banking products, services, and regulations, particularly in the high-net-worth segment.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Proven track record of achieving sales targets and maintaining a high level of client satisfaction.
- Analytical mindset with the ability to interpret financial data and make informed recommendations.
- Proficiency in using banking software and systems for client relationship management.
- Ability to work independently and manage a diverse portfolio of clients.
- Strong organizational skills and attention to detail.
- Willingness to continuously learn and adapt to changing market dynamics.
Key Skills
Relationship managementPrivate bankingFinancial needs analysisCross-sellingClient satisfactionMarket trends analysisNetworkingBanking productsRegulatory complianceCommunication skillsInterpersonal skillsSales target achievementAnalytical mindsetBanking softwarePortfolio managementOrganizational skills
Categories
Finance & AccountingSalesCustomer Service & SupportManagement & Leadership
Job Information
📋Core Responsibilities
The Elite Banker is responsible for developing and executing relationship management strategies for affluent household clients to meet their financial needs. They will proactively identify cross-selling opportunities and maintain high levels of client satisfaction through personalized service and regular communication.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
88059
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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