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Elite Banker-Business Banking-Outbound - Branch Banking

Kotak Mahindra Bank

Full time
Experience
3–4 years
Location
kanpur dehat
Work mode
Not stated
Salary
₹4.5L – ₹12L a year estimatetypical for Accounting & Finance Jobs in India, 288 posts
Posted 9 days ago

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Role at a glance

You will
  • Acquire and expand relationships with High-Net-Worth individuals for both liabilities and commercial assets.
  • Deliver superior customer service while ensuring adherence to bank policies and compliance standards.
  • Cross-sell a wide range of banking products and services to deepen client relationships.
Experience
3–4 years
Must-have skills
Customer Service

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Job description

Description

Job Description

We are seeking a dynamic and experienced Elite Bankers to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have strong knowledge of trade finance, commercial lending, and investment products, along with a passion for delivering exceptional customer service. This is a high-impact role that requires strategic thinking, excellent interpersonal skills, and the ability to coordinate across teams to deliver a seamless banking experience.

Responsibilities:

  1. Acquire and expand relationships with High-Net-Worth individuals for both liabilities and commercial assets.
  2. Deliver superior customer service while ensuring adherence to bank policies and compliance standards.
  3. Cross-sell a wide range of banking products and services to deepen client relationships.
  4. Educate clients about new products and enhancements to maximize engagement.
  5. Organize and lead targeted sales initiatives and client engagement events.
  6. Collaborate with other group companies to offer integrated financial solutions.
  7. Maintain comprehensive records of client interactions and relationship history.
  8. Monitor and resolve customer complaints and queries with a focus on quick turnaround and satisfaction.

Job Requirements:

  1. 3 to 4 years work experience, At-least 1+ years at Relationship Manager Role.
  2. Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.
  3. Very good understanding of Trade and Forex.
  4. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc
  5. Understanding of MF and Insurance an added advantage Customer orientation,
  6. High energy and drive.
  7. Go getter attitude.
  8. Self-motivated with a passion to achieve.


Key skills

Required

Customer Service

Job market insights

1,128active Customer Service jobs in India
₹4.5L – ₹12L advertised yearly salary for Accounting & Finance Jobs in India (middle half of 288 posts that show a salary; median ₹6L)
1,514 more open jobs at Kotak Mahindra Bank

Jobs asking for Customer Service in India also ask for

  • MS Office15%

From live job posts on CoreHRx, updated 13 Nov 2026. Skill figures count posts that list their skills; salary figures only posts that show a salary.

Questions about this job

What is the salary for this Elite Banker-Business Banking-Outbound - Branch Banking job?

The post does not state the pay. As an estimate, comparable posts on CoreHRx advertise ₹4.5L – ₹12L a year (typical for Accounting & Finance Jobs in India, 288 posts).

How much experience does this job need?

The post asks for 3–4 Yrs experience.

Where is this job based?

In kanpur dehat.

What kind of job is this?

It is a full time job.

Preparing for an accountant, accounts executive or finance analyst interview in India? This guide lists the accounting, GST and TDS questions asked most often, sample answers, the Excel test you may get, and how freshers (B.Com, M.Com, CA Inter) and experienced candidates should prepare.

Questions you may be asked

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  2. How do you prepare a bank reconciliation statement?
  3. What is input tax credit under GST?
  4. What is the difference between GSTR-1 and GSTR-3B?

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